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Simplify US Equity PLUS Downside Convexity ETF

39 hedge funds and large institutions have $70.3M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Sollinda Capital Management
Florida
$15.8M 489,457 +103,542 +27%
AWM
2
Axxcess Wealth Management
California
$12.6M 388,428 -1,850 -0.5%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.58M 265,347 +265,347 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.02M 248,220 -13,137 -5%
AWM
5
AE Wealth Management
Kansas
$4.5M 139,116 +2,207 +2%
AIP
6
Almanack Investment Partners
Pennsylvania
$3.9M 120,528 -12,200 -9%
AWM
7
Austin Wealth Management
Texas
$3.83M 115,625 -1,168 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.74M 53,916 +53,916 New
LAS
9
Lloyd Advisory Services
Georgia
$1.66M 51,346 +51,346 New
BW
10
Bison Wealth
Georgia
$1.51M 48,504
IAA
11
Ironsides Asset Advisors
North Carolina
$1.4M 43,283 +4,450 +11%
SPIA
12
Steward Partners Investment Advisory
New York
$1.34M 41,493
OMC
13
Old Mission Capital
Illinois
$655K 20,255 +8,342 +70%
FEG
14
Financial Enhancement Group
Indiana
$626K 19,366 +2,236 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$568K 17,563 +17,563 New
Wolverine Trading
16
Wolverine Trading
Illinois
$521K 16,133 +16,133 New
UBS Group
17
UBS Group
Switzerland
$410K 12,676 +9,040 +249%
LPL Financial
18
LPL Financial
California
$385K 11,916 +11,916 New
GLR
19
Great Lakes Retirement
Ohio
$353K 10,926 -1,191 -10%
IAS
20
Insigneo Advisory Services
Florida
$319K 9,903 -9,848 -50%
DAS
21
Dynamic Advisor Solutions
Arizona
$294K 9,106 -19,314 -68%
Jane Street
22
Jane Street
New York
$253K 7,817 +7,817 New
KCM
23
Kathmere Capital Management
Pennsylvania
$249K 7,701
ECA
24
Elevated Capital Advisors
Utah
$245K 7,575 +7,575 New
PFA
25
Pathway Financial Advisors
Vermont
$230K 7,115