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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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $53.2M → $103M (+$49.9M)

35% more funds holding

Funds holding: 3446 (+12)

20.22% more ownership

Funds ownership: 55.02%75.24% (+20%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

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 Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Sollinda Capital Management
Florida
$20M +$20.4M +599,044 New
HighTower Advisors
2
HighTower Advisors
Illinois
$17.6M +$1.68M +49,159 +10%
AWM
3
Axxcess Wealth Management
California
$9.5M +$9.71M +284,816 New
RCM
4
Ridgepath Capital Management
Tennessee
$9.5M +$9.71M +284,816 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.26M -$7.37K -216 -0.1%
EFG
6
Ethos Financial Group
Pennsylvania
$7.09M +$5.12M +150,079 +241%
AWM
7
AE Wealth Management
Kansas
$4.93M -$86.7K -2,541 -2%
AIP
8
Almanack Investment Partners
Pennsylvania
$4.76M +$223K +6,533 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.8M +$1.76M +51,515 +83%
AWM
10
Austin Wealth Management
Texas
$3.61M -$245K -7,186 -6%
IAA
11
Ironsides Asset Advisors
North Carolina
$2.64M +$616K +18,050 +30%
LAS
12
Lloyd Advisory Services
Georgia
$1.62M -$90.7K -2,660 -5%
AFG
13
Atomi Financial Group
New York
$1.51M +$1.55M +45,323 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.38M
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$857K +$876K +25,687 New
FA
16
Fiduciary Alliance
South Carolina
$751K +$768K +22,504 New
LPL Financial
17
LPL Financial
California
$609K +$190K +5,556 +44%
OMC
18
Old Mission Capital
Illinois
$607K +$41.5K +1,216 +7%
ECA
19
Elevated Capital Advisors
Utah
$591K +$127K +3,732 +27%
IAS
20
Insigneo Advisory Services
Florida
$543K +$217K +6,370 +64%
Citadel Advisors
21
Citadel Advisors
Florida
$491K -$12.1K -354 -2%
HBS
22
Howard Bailey Securities
Indiana
$418K -$56.1K -1,645 -12%
BW
23
Bison Wealth
Georgia
$349K -$889K -26,068 -71%
GLR
24
Great Lakes Retirement
Ohio
$336K -$21.1K -620 -6%
AWA
25
Authentikos Wealth Advisory
California
$256K -$4.13K -121 -2%

SPD Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 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.