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Simplify US Equity PLUS Upside Convexity ETF

5 hedge funds and large institutions have $1.01M invested in Simplify US Equity PLUS Upside Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFS
1
Prospera Financial Services
Texas
$676K 24,069 -25,740 -52%
Betterment LLC
2
Betterment LLC
New York
$223K 7,944 -8,589 -52%
IA
3
IFP Advisors
Florida
$63.7K 2,563
Osaic Holdings
4
Osaic Holdings
Arizona
$30.6K 1,090
UBS Group
5
UBS Group
Switzerland
$13.4K 477 -1,607 -77%
OMC
6
Old Mission Capital
Illinois
-24,050 Closed
LIA
7
Luken Investment Analytics
Tennessee
-7 Closed
CFGS
8
Concourse Financial Group Securities
Alabama