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Simplify US Equity PLUS Downside Convexity ETF

40 hedge funds and large institutions have $55.8M 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.

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
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$14.5M 468,920 -59,291 -11%
EFG
2
Ethos Financial Group
Pennsylvania
$6.94M 218,903 +6,537 +3%
AWA
3
Authentikos Wealth Advisory
California
$6.77M 218,804 +211,125 +2,749%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.54M 211,420 -36,217 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.69M 119,276 +5,518 +5%
AWM
6
Austin Wealth Management
Texas
$3.4M 98,902 -6,689 -6%
IAA
7
Ironsides Asset Advisors
North Carolina
$2.56M 82,733 +3,600 +5%
AFG
8
Atomi Financial Group
New York
$1.91M 61,599 +16,276 +36%
PEA
9
Park Edge Advisors
Ohio
$1.53M 49,618 +49,618 New
SPIA
10
Steward Partners Investment Advisory
New York
$1.28M 41,493
SCM
11
Sollinda Capital Management
Florida
$689K 22,263 -576,781 -96%
FA
12
Fiduciary Alliance
South Carolina
$675K 21,829 -675 -3%
Jane Street
13
Jane Street
New York
$649K 20,967 +13,543 +182%
LPL Financial
14
LPL Financial
California
$624K 20,175 +1,926 +11%
ECA
15
Elevated Capital Advisors
Utah
$567K 18,341 +620 +3%
Citadel Advisors
16
Citadel Advisors
Florida
$540K 17,466 +2,756 +19%
IAS
17
Insigneo Advisory Services
Florida
$503K 16,273
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$298K 9,631 +9,631 New
AA
19
Armis Advisers
Georgia
$295K 8,493 +8,493 New
ACI
20
Alpha Cubed Investments
California
$274K 8,843 +8,843 New
DAS
21
Dynamic Advisor Solutions
Arizona
$272K 8,786 +8,786 New
KCM
22
Kathmere Capital Management
Pennsylvania
$237K 7,676
PFA
23
Pathway Financial Advisors
Vermont
$220K 7,115
Wolverine Trading
24
Wolverine Trading
Illinois
$203K 6,575 +6,575 New
Osaic Holdings
25
Osaic Holdings
Arizona
$183K 5,927 +5,868 +9,946%