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Simplify US Equity PLUS Downside Convexity ETF
SPD

40 hedge funds and large institutions have $56M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

11.17% less ownership

Funds ownership: 75.24% → 64.07% (-11%)

13% less funds holding

Funds holding: 46 → 40 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

46% less capital invested

Capital invested by funds: $103M → $56M (-$47M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
13
Reduced
8
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Authentikos Wealth Advisory
California
+$7.28M
2
PEA
Park Edge Advisors
Ohio
+$1.65M
3
AFG
Atomi Financial Group
New York
+$541K
4
Jane Street
Jane Street
New York
+$450K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$320K

Top Sellers

1
SCM
Sollinda Capital Management
Florida
-$19.2M
2
AWM
Axxcess Wealth Management
California
-$9.5M
3
RCM
Ridgepath Capital Management
Tennessee
-$9.5M
4
AWM
AE Wealth Management
Kansas
-$4.82M
5
AIP
Almanack Investment Partners
Pennsylvania
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.5M -$1.97M -59,291 -11%
AWA
2
Authentikos Wealth Advisory
California
$7.02M +$7.28M +219,117 +2,853%
EFG
3
Ethos Financial Group
Pennsylvania
$6.94M +$217K +6,537 +3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.54M -$1.2M -36,217 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.69M +$183K +5,518 +5%
AWM
6
Austin Wealth Management
Texas
$3.4M -$222K -6,689 -6%
IAA
7
Ironsides Asset Advisors
North Carolina
$2.56M +$120K +3,600 +5%
AFG
8
Atomi Financial Group
New York
$1.91M +$541K +16,276 +36%
PEA
9
Park Edge Advisors
Ohio
$1.53M +$1.65M +49,618 New
SPIA
10
Steward Partners Investment Advisory
New York
$1.28M – – –
SCM
11
Sollinda Capital Management
Florida
$689K -$19.2M -576,781 -96%
FA
12
Fiduciary Alliance
South Carolina
$675K -$22.4K -675 -3%
Jane Street
13
Jane Street
New York
$649K +$450K +13,543 +182%
LPL Financial
14
LPL Financial
California
$624K +$64K +1,926 +11%
ECA
15
Elevated Capital Advisors
Utah
$567K +$20.6K +620 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$540K +$91.6K +2,756 +19%
IAS
17
Insigneo Advisory Services
Florida
$503K – – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$298K +$320K +9,631 New
AA
19
Armis Advisers
Georgia
$295K +$282K +8,493 New
ACI
20
Alpha Cubed Investments
California
$274K +$294K +8,843 New
DAS
21
Dynamic Advisor Solutions
Arizona
$272K +$292K +8,786 New
KCM
22
Kathmere Capital Management
Pennsylvania
$237K – – –
PFA
23
Pathway Financial Advisors
Vermont
$220K – – –
Wolverine Trading
24
Wolverine Trading
Illinois
$203K +$219K +6,575 New
Osaic Holdings
25
Osaic Holdings
Arizona
$183K +$195K +5,868 +9,946%
1
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SPD Hedge Fund Activity: Q1 2025 in Review

40 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2025, worth a combined $56M — down 46% from $103M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPD and 10 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Authentikos Wealth Advisory, adding an estimated $7.28M. The largest seller was Sollinda Capital Management, cutting an estimated $19.2M.

  • 40 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $56M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2025, down 46% quarter-over-quarter.
  • 10 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2025 and 15 closed out, a net change of -5 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2025 was Authentikos Wealth Advisory, an estimated $7.28M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2025 was Sollinda Capital Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2025.