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Simplify US Equity PLUS Downside Convexity ETF

42 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 12 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $55.8M → $46.1M (-$9.67M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
42
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Authentikos Wealth Advisory
California
$7.23M
AWM
2
AE Wealth Management
Kansas
$7.04M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.47M
EWM
4
Evolution Wealth Management
Florida
$3.6M
IAA
5
Ironsides Asset Advisors
North Carolina
$3.17M
AFG
6
Atomi Financial Group
New York
$2.33M
AWM
7
Austin Wealth Management
Texas
$2.06M
LAS
8
Lloyd Advisory Services
Georgia
$1.74M
OMC
9
Old Mission Capital
Illinois
$1.68M
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.62M
SPIA
11
Steward Partners Investment Advisory
New York
$1.58M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.2M
PEA
13
Park Edge Advisors
Ohio
$1.2M
LPL Financial
14
LPL Financial
California
$917K
SCM
15
Sollinda Capital Management
Florida
$846K
FA
16
Fiduciary Alliance
South Carolina
$722K
IAS
17
Insigneo Advisory Services
Florida
$619K
HBS
18
Howard Bailey Securities
Indiana
$616K
ECA
19
Elevated Capital Advisors
Utah
$567K
LI
20
LifeWealth Investments
Florida
$416K
DAS
21
Dynamic Advisor Solutions
Arizona
$326K
AA
22
Armis Advisers
Georgia
$299K
KCM
23
Kathmere Capital Management
Pennsylvania
$292K
PFA
24
Pathway Financial Advisors
Vermont
$270K
FFA
25
Farther Finance Advisors
California
$83K