Simplify US Equity PLUS Downside Convexity ETF
SPD
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.
2,119% more capital inflows, than outflows
Capital inflows: $53.4M | Capital outflows: $2.41M
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
51.35% more ownership
Funds ownership: 55.02% → 106.37% (+51%)
35% more funds holding
Funds holding: 34 → 46 (+12)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sollinda Capital Management
Miami,
Florida
|
+$20.4M |
| 2 |
Axxcess Wealth Management
Carlsbad,
California
|
+$9.7M |
| 3 |
Ridgepath Capital Management
Knoxville,
Tennessee
|
+$9.7M |
| 4 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$5.12M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bison Wealth
Atlanta,
Georgia
|
-$889K |
| 2 |
Financial Enhancement Group
Anderson,
Indiana
|
-$675K |
| 3 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$294K |
| 4 |
Austin Wealth Management
Austin,
Texas
|
-$245K |
| 5 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$90.7K |
SPD Hedge Fund Activity: Q4 2024 in Review
46 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q4 2024, worth a combined $103M — up 94% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SPD positions and 4 closed out — a net gain of 12 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Sollinda Capital Management, opening a new position worth an estimated $20.4M. The largest seller was Bison Wealth, cutting an estimated $889K.
- 46 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $103M of Simplify US Equity PLUS Downside Convexity ETF stock for Q4 2024, up 94% quarter-over-quarter.
- 16 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q4 2024 was Sollinda Capital Management, an estimated $20.4M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q4 2024 was Bison Wealth, an estimated $889K sold.
Based on aggregated 13F filings for Q4 2024.