Simplify US Equity PLUS Downside Convexity ETF
SPD
40 hedge funds and large institutions have $52.4M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 7 closing their positions.
12% more capital invested
Capital invested by funds: $46.7M → $52.4M (+$5.71M)
1.17% more ownership
Funds ownership: 53% → 54.17% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7% less funds holding
Funds holding: 43 → 40 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.14M |
| 3 |
LPL Financial
San Diego,
California
|
+$619K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$450K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.68M |
| 2 |
AFG
Atomi Financial Group
New York
|
-$716K |
| 3 |
SCM
Sollinda Capital Management
Miami,
Florida
|
-$309K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$299K |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$139K |
SPD Hedge Fund Activity: Q3 2025 in Review
40 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q3 2025, worth a combined $52.4M — up 12% from $46.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SPD and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.68M sold.
- 40 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q3 2025, down from 43 in Q2 2025.
- Funds reported $52.4M of Simplify US Equity PLUS Downside Convexity ETF stock for Q3 2025, up 12% quarter-over-quarter.
- 5 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q3 2025 and 7 closed out, a net change of -2 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $3.9M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q3 2025 was Old Mission Capital, an estimated $1.68M sold.
Based on aggregated 13F filings for Q3 2025.