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Simplify US Equity PLUS Downside Convexity ETF
SPD

Overview Fund Activity

34 hedge funds and large institutions have $53.2M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
9
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$16M
2
EFG
2
Ethos Financial Group
Pennsylvania
$2.09M
3
IAA
3
Ironsides Asset Advisors
North Carolina
$2.04M
4
AIP
4
Almanack Investment Partners
Pennsylvania
$4.56M
5
HBS
5
Howard Bailey Securities
Indiana
$474K

Top Sellers

1
SCM
1
Sollinda Capital Management
Florida
$0
2
AWM
2
Axxcess Wealth Management
California
$0
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$0
5
BW
5
Bison Wealth
Georgia
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$16M 479,052 +213,705 +81%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.3M 247,853 -367 -0.1%
AWM
3
AE Wealth Management
Kansas
$5.03M 150,170 +11,054 +8%
AIP
4
Almanack Investment Partners
Pennsylvania
$4.56M 136,118 +15,590 +13%
AWM
5
Austin Wealth Management
Texas
$3.74M 112,777 -2,848 -2%
EFG
6
Ethos Financial Group
Pennsylvania
$2.09M 62,287 +62,287 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.08M 62,243 +8,327 +15%
IAA
8
Ironsides Asset Advisors
North Carolina
$2.04M 61,083 +17,800 +41%
LAS
9
Lloyd Advisory Services
Georgia
$1.72M 51,296 -50 -0.1%
SPIA
10
Steward Partners Investment Advisory
New York
$1.39M 41,493 – –
BW
11
Bison Wealth
Georgia
$1.22M 36,524 -11,980 -25%
FEG
12
Financial Enhancement Group
Indiana
$675K 26,368 +7,002 +36%
OMC
13
Old Mission Capital
Illinois
$568K 16,978 -3,277 -16%
Citadel Advisors
14
Citadel Advisors
Florida
$504K 15,064 -2,499 -14%
HBS
15
Howard Bailey Securities
Indiana
$474K 14,175 +14,175 New
ECA
16
Elevated Capital Advisors
Utah
$468K 13,989 +6,414 +85%
LPL Financial
17
LPL Financial
California
$425K 12,693 +777 +7%
GLR
18
Great Lakes Retirement
Ohio
$357K 10,679 -247 -2%
IAS
19
Insigneo Advisory Services
Florida
$331K 9,903 – –
DAS
20
Dynamic Advisor Solutions
Arizona
$294K 8,786 -320 -4%
AWA
21
Authentikos Wealth Advisory
California
$261K 7,800 +7,800 New
KCM
22
Kathmere Capital Management
Pennsylvania
$257K 7,676 -25 -0.3%
PFA
23
Pathway Financial Advisors
Vermont
$238K 7,115 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$30K 882 -133 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$23K 712 +12 +2%
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