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Simplify US Equity PLUS Convexity ETF

22 hedge funds and large institutions have $52.8M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$26.4M -$143K -4,671 -0.5%
KCM
2
Kathmere Capital Management
Pennsylvania
$12.7M +$931K +30,366 +8%
TWM
3
Tradition Wealth Management
Minnesota
$2.63M +$161K +5,247 +7%
PFS
4
Prospera Financial Services
Texas
$2.45M +$46.9K +1,529 +2%
FA
5
Fagan Associates
New York
$2.1M +$34K +1,109 +2%
IA
6
IFP Advisors
Florida
$1.55M +$364K +11,866 +31%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.35M -$8.81M -287,493 -87%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.03M +$237K +7,728 +30%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$810K -$17.7K -578 -2%
OMC
10
Old Mission Capital
Illinois
$742K +$742K +24,199 New
Goldman Sachs
11
Goldman Sachs
New York
$573K +$573K +18,681 New
Osaic Holdings
12
Osaic Holdings
Arizona
$290K -$359K -11,655 -55%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$35.1K -$35.1K -1,145 -50%
BC
14
Bartlett & Co
Ohio
$35K -$35K -1,145 -50%
CFA
15
Carroll Financial Associates
North Carolina
$18K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16K
BFC
17
Bedel Financial Consulting
Indiana
$10K +$59 +2 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$5K
BW
19
Bison Wealth
Georgia
$2K
LS
20
Leelyn Smith
Illinois
$2K
CWA
21
Clearview Wealth Advisors
Oregon
$1K
Wolverine Trading
22
Wolverine Trading
Illinois
-$487K -15,894 Closed
SCA
23
Stonebridge Capital Advisors
Minnesota
-$14K -503 Closed