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Simplify US Equity PLUS Upside Convexity ETF

6 hedge funds and large institutions have $2.65M invested in Simplify US Equity PLUS Upside Convexity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wolverine Trading
1
Wolverine Trading
Illinois
$791K 23,987 -11,944 -33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$654K 19,828 +19,828 New
OMC
3
Old Mission Capital
Illinois
$619K 18,793 +10,354 +123%
TC
4
TownSquare Capital
Utah
$299K 9,078 -11,314 -55%
Betterment LLC
5
Betterment LLC
New York
$246K 7,450 -202 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$35.9K 1,090
PFS
7
Prospera Financial Services
Texas
-10,505 Closed
UBS Group
8
UBS Group
Switzerland
-2,248 Closed
IA
9
IFP Advisors
Florida
-168 Closed
Fidelity Investments
10
Fidelity Investments
Massachusetts
-1 Closed
CFGS
11
Concourse Financial Group Securities
Alabama