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Simplify US Equity PLUS Downside Convexity ETF

46 hedge funds and large institutions have $103M invested in Simplify US Equity PLUS Downside Convexity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Sollinda Capital Management
Florida
$20M 599,044 +599,044 New
HighTower Advisors
2
HighTower Advisors
Illinois
$17.6M 528,211 +49,159 +10%
AWM
3
Axxcess Wealth Management
California
$9.5M 284,816 +284,816 New
RCM
4
Ridgepath Capital Management
Tennessee
$9.5M 284,816 +284,816 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.26M 247,637 -216 -0.1%
EFG
6
Ethos Financial Group
Pennsylvania
$7.09M 212,366 +150,079 +241%
AWM
7
AE Wealth Management
Kansas
$4.93M 147,629 -2,541 -2%
AIP
8
Almanack Investment Partners
Pennsylvania
$4.76M 142,651 +6,533 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.8M 113,758 +51,515 +83%
AWM
10
Austin Wealth Management
Texas
$3.61M 105,591 -7,186 -6%
IAA
11
Ironsides Asset Advisors
North Carolina
$2.64M 79,133 +18,050 +30%
LAS
12
Lloyd Advisory Services
Georgia
$1.62M 48,636 -2,660 -5%
AFG
13
Atomi Financial Group
New York
$1.51M 45,323 +45,323 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.38M 41,493
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$857K 25,687 +25,687 New
FA
16
Fiduciary Alliance
South Carolina
$751K 22,504 +22,504 New
LPL Financial
17
LPL Financial
California
$609K 18,249 +5,556 +44%
OMC
18
Old Mission Capital
Illinois
$607K 18,194 +1,216 +7%
ECA
19
Elevated Capital Advisors
Utah
$591K 17,721 +3,732 +27%
IAS
20
Insigneo Advisory Services
Florida
$543K 16,273 +6,370 +64%
Citadel Advisors
21
Citadel Advisors
Florida
$491K 14,710 -354 -2%
HBS
22
Howard Bailey Securities
Indiana
$418K 12,530 -1,645 -12%
BW
23
Bison Wealth
Georgia
$349K 10,456 -26,068 -71%
GLR
24
Great Lakes Retirement
Ohio
$336K 10,059 -620 -6%
AWA
25
Authentikos Wealth Advisory
California
$256K 7,679 -121 -2%