We are live on ! Find out more
SPD icon

Simplify US Equity PLUS Downside Convexity ETF
SPD

44 hedge funds and large institutions have $72.9M invested in Simplify US Equity PLUS Downside Convexity ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more capital invested

Capital invested by funds: $52.9M → $72.9M (+$20M)

10.45% more ownership

Funds ownership: 54.65% → 65.1% (+10%)

10% more funds holding

Funds holding: 40 → 44 (+4)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
10
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.6M
2
GS
GTS Securities
New York
+$988K
3
IAA
Ironsides Asset Advisors
North Carolina
+$742K
4
EWM
Evolution Wealth Management
Florida
+$583K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$518K

Top Sellers

1
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$579K
2
LI
LifeWealth Investments
Florida
-$497K
3
Citadel Advisors
Citadel Advisors
Florida
-$464K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$456K
5
AFG
Atomi Financial Group
New York
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M +$13.6M +344,548 +856%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10M +$392K +9,923 +4%
AWA
3
Authentikos Wealth Advisory
California
$7.48M -$143K -3,616 -2%
AWM
4
AE Wealth Management
Kansas
$7.16M -$105K -2,660 -1%
IWA
5
Independent Wealth Advisors
North Carolina
$5.62M +$5.66M +143,271 New
EWM
6
Evolution Wealth Management
Florida
$4.51M +$583K +14,749 +15%
IAA
7
Ironsides Asset Advisors
North Carolina
$4.11M +$742K +18,772 +22%
AWM
8
Austin Wealth Management
Texas
$1.9M -$240K -6,072 -11%
LAS
9
Lloyd Advisory Services
Georgia
$1.87M +$117K +2,953 +7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$518K +13,103 +43%
SPIA
11
Steward Partners Investment Advisory
New York
$1.63M – – –
AFG
12
Atomi Financial Group
New York
$1.36M -$321K -8,132 -19%
PEA
13
Park Edge Advisors
Ohio
$1.14M -$27.3K -690 -2%
GS
14
GTS Securities
New York
$981K +$988K +24,985 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$956K -$579K -14,655 -38%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$868K -$256K -6,470 -23%
FA
17
Fiduciary Alliance
South Carolina
$756K +$10.4K +263 +1%
HBS
18
Howard Bailey Securities
Indiana
$704K -$95.5K -2,417 -12%
IAS
19
Insigneo Advisory Services
Florida
$637K – – –
ECA
20
Elevated Capital Advisors
Utah
$601K -$26.4K -667 -4%
SCM
21
Sollinda Capital Management
Florida
$557K – – –
MWM
22
McCartney Wealth Management
Missouri
$499K +$502K +12,708 New
LI
23
LifeWealth Investments
Florida
$431K -$497K -12,583 -53%
IWMO
24
Integrated Wealth Management (Ohio)
Ohio
$355K +$357K +9,040 New
CA
25
Centennial Advisors
Texas
$324K +$327K +8,263 New
1
2

SPD Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q4 2025, worth a combined $72.9M — up 38% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPD positions and 5 closed out — a net gain of 5 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was B.O.S.S. Retirement Advisors, cutting an estimated $579K.

  • 44 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $72.9M of Simplify US Equity PLUS Downside Convexity ETF stock for Q4 2025, up 38% quarter-over-quarter.
  • 10 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q4 2025 was LPL Financial, an estimated $13.6M added.
  • The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q4 2025 was B.O.S.S. Retirement Advisors, an estimated $579K sold.

Based on aggregated 13F filings for Q4 2025.