SPD icon

Simplify US Equity PLUS Downside Convexity ETF

41 hedge funds and large institutions have $46.1M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
6
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Authentikos Wealth Advisory
California
$7.23M -$1.09M -28,657 -13%
AWM
2
AE Wealth Management
Kansas
$7.04M +$6.94M +182,555 +6,702%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.47M +$939K +24,706 +21%
EWM
4
Evolution Wealth Management
Florida
$3.6M +$3.6M +94,750 New
IAA
5
Ironsides Asset Advisors
North Carolina
$3.17M +$22.4K +589 +0.7%
AFG
6
Atomi Financial Group
New York
$2.33M -$9.2K -242 -0.4%
AWM
7
Austin Wealth Management
Texas
$2.06M -$1.66M -44,146 -45%
LAS
8
Lloyd Advisory Services
Georgia
$1.74M +$1.74M +45,784 New
OMC
9
Old Mission Capital
Illinois
$1.68M +$1.68M +44,281 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.62M +$1.62M +42,618 New
SPIA
11
Steward Partners Investment Advisory
New York
$1.58M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.2M -$7.03M -180,623 -85%
PEA
13
Park Edge Advisors
Ohio
$1.2M -$688K -18,096 -36%
LPL Financial
14
LPL Financial
California
$917K +$150K +3,941 +20%
SCM
15
Sollinda Capital Management
Florida
$846K
FA
16
Fiduciary Alliance
South Carolina
$722K -$108K -2,842 -13%
IAS
17
Insigneo Advisory Services
Florida
$619K
HBS
18
Howard Bailey Securities
Indiana
$616K +$616K +16,194 New
ECA
19
Elevated Capital Advisors
Utah
$567K
LI
20
LifeWealth Investments
Florida
$416K +$416K +10,952 New
DAS
21
Dynamic Advisor Solutions
Arizona
$326K -$8.1K -213 -2%
AA
22
Armis Advisers
Georgia
$299K -$22.7K -599 -7%
KCM
23
Kathmere Capital Management
Pennsylvania
$292K
PFA
24
Pathway Financial Advisors
Vermont
$270K
FFA
25
Farther Finance Advisors
California
$83K