Simplify US Equity PLUS Downside Convexity ETF
SPD
43 hedge funds and large institutions have $62.7M invested in Simplify US Equity PLUS Downside Convexity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 44 → 43 (-1)
3.01% less ownership
Funds ownership: 65.1% → 62.09% (-3%)
14% less capital invested
Capital invested by funds: $72.9M → $62.7M (-$10.2M)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.86M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 4 |
Jane Street
New York
|
+$690K |
| 5 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.66M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.77M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.63M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$981K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$868K |
SPD Hedge Fund Activity: Q1 2026 in Review
43 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Downside Convexity ETF (SPD) for Q1 2026, worth a combined $62.7M — down 14% from $72.9M a quarter earlier.
Fund positioning in SPD was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 16 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.86M. The largest seller was LPL Financial, cutting an estimated $5.66M.
- 43 institutional investors held Simplify US Equity PLUS Downside Convexity ETF (SPD) as of Q1 2026, down from 44 in Q4 2025.
- Funds reported $62.7M of Simplify US Equity PLUS Downside Convexity ETF stock for Q1 2026, down 14% quarter-over-quarter.
- 6 funds opened new Simplify US Equity PLUS Downside Convexity ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
- The largest Simplify US Equity PLUS Downside Convexity ETF buyer in Q1 2026 was Old Mission Capital, an estimated $1.86M added.
- The largest Simplify US Equity PLUS Downside Convexity ETF seller in Q1 2026 was LPL Financial, an estimated $5.66M sold.
Based on aggregated 13F filings for Q1 2026.