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Simplify US Equity PLUS Upside Convexity ETF

8 hedge funds and large institutions have $1.7M invested in Simplify US Equity PLUS Upside Convexity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFS
1
Prospera Financial Services
Texas
$565K 18,420 -5,649 -23%
GS
2
GTS Securities
New York
$438K 14,264 +14,264 New
TC
3
TownSquare Capital
Utah
$392K 12,755 +12,755 New
Betterment LLC
4
Betterment LLC
New York
$237K 7,710 -234 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$33.5K 1,090
IA
6
IFP Advisors
Florida
$32K 1,042 -1,521 -59%
UBS Group
7
UBS Group
Switzerland
$61 2 -475 -100%
Morgan Stanley
8
Morgan Stanley
New York
$61 2 +2 New
CFGS
9
Concourse Financial Group Securities
Alabama