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Simplify US Equity PLUS Downside Convexity ETF
SPD

40 hedge funds and large institutions have $52.9M 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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $47.1M → $52.9M (+$5.75M)

1.18% more ownership

Funds ownership: 53.47% → 54.65% (+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

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
11
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.14M
3
LPL Financial
LPL Financial
California
+$619K
4
Citadel Advisors
Citadel Advisors
Florida
+$450K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$1.68M
2
AFG
Atomi Financial Group
New York
-$716K
3
SCM
Sollinda Capital Management
Florida
-$309K
4
AA
Armis Advisers
Georgia
-$299K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.7M +$3.9M +101,573 +71%
AWA
2
Authentikos Wealth Advisory
California
$7.67M -$51.6K -1,346 -0.7%
AWM
3
AE Wealth Management
Kansas
$7.31M -$13K -339 -0.2%
EWM
4
Evolution Wealth Management
Florida
$3.95M +$204K +5,307 +6%
IAA
5
Ironsides Asset Advisors
North Carolina
$3.39M +$96.5K +2,517 +3%
AWM
6
Austin Wealth Management
Texas
$2.12M -$28.8K -750 -1%
LAS
7
Lloyd Advisory Services
Georgia
$1.77M -$41.9K -1,092 -2%
AFG
8
Atomi Financial Group
New York
$1.69M -$716K -18,666 -30%
SPIA
9
Steward Partners Investment Advisory
New York
$1.64M – – –
LPL Financial
10
LPL Financial
California
$1.59M +$619K +16,136 +67%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$1.54M -$139K -3,624 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$1.14M +29,643 +3,529%
PEA
13
Park Edge Advisors
Ohio
$1.17M -$69.1K -1,801 -6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.11M -$99.7K -2,600 -8%
LI
15
LifeWealth Investments
Florida
$931K +$51.7K +1,349 +6%
HBS
16
Howard Bailey Securities
Indiana
$803K +$17.8K +463 +2%
FA
17
Fiduciary Alliance
South Carolina
$750K +$77 +2 +0%
IAS
18
Insigneo Advisory Services
Florida
$641K -$2.03K -53 -0.3%
ECA
19
Elevated Capital Advisors
Utah
$631K -$90.9K -2,370 -13%
SCM
20
Sollinda Capital Management
Florida
$561K -$309K -8,066 -36%
Citadel Advisors
21
Citadel Advisors
Florida
$464K +$450K +11,740 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$456K +$442K +11,531 New
DAS
23
Dynamic Advisor Solutions
Arizona
$339K – – –
KCM
24
Kathmere Capital Management
Pennsylvania
$303K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$283K +$5.18K +135 +2%
1
2

SPD Hedge Fund Activity: Q3 2025 in Review

40 of the 7,619 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 $52.9M — up 12% from $47.1M 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 $52.9M 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.