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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.86M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M
4
Jane Street
Jane Street
New York
+$690K
5
EWM
Evolution Wealth Management
Florida
+$617K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.66M
2
LAS
Lloyd Advisory Services
Georgia
-$1.77M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.63M
4
GS
GTS Securities
New York
-$981K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.5M +$1.29M +33,514 +13%
LPL Financial
2
LPL Financial
California
$8.67M -$5.66M -146,501 -38%
AWA
3
Authentikos Wealth Advisory
California
$7.21M +$293K +7,588 +4%
AWM
4
AE Wealth Management
Kansas
$6.6M -$34.6K -897 -0.5%
IWA
5
Independent Wealth Advisors
North Carolina
$5.41M +$217K +5,613 +4%
EWM
6
Evolution Wealth Management
Florida
$4.76M +$617K +15,984 +14%
IAA
7
Ironsides Asset Advisors
North Carolina
$4.2M +$425K +10,994 +11%
AWM
8
Austin Wealth Management
Texas
$1.76M +$8.19K +212 +0.4%
OMC
9
Old Mission Capital
Illinois
$1.75M +$1.86M +48,047 New
SPIA
10
Steward Partners Investment Advisory
New York
$1.51M – – –
AFG
11
Atomi Financial Group
New York
$1.26M – – –
PEA
12
Park Edge Advisors
Ohio
$1.08M +$29.5K +763 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1M +$1.06M +27,537 New
ECA
14
Elevated Capital Advisors
Utah
$859K +$322K +8,327 +54%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$809K -$80.9K -2,095 -9%
FA
16
Fiduciary Alliance
South Carolina
$748K -$657 -17 -0.1%
Jane Street
17
Jane Street
New York
$650K +$690K +17,867 New
HBS
18
Howard Bailey Securities
Indiana
$640K -$12.1K -313 -2%
IAS
19
Insigneo Advisory Services
Florida
$590K – – –
E
20
EntreWealth
Texas
$531K +$564K +14,606 New
MWM
21
McCartney Wealth Management
Missouri
$395K -$71.4K -1,850 -15%
LI
22
LifeWealth Investments
Florida
$324K -$80.1K -2,073 -19%
IWMO
23
Integrated Wealth Management (Ohio)
Ohio
$320K -$8.84K -229 -3%
DAS
24
Dynamic Advisor Solutions
Arizona
$297K – – –
CA
25
Centennial Advisors
Texas
$287K -$14.8K -382 -5%
1
2

SPD Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 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.