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Simplify US Equity PLUS Convexity ETF

19 hedge funds and large institutions have $63.7M invested in Simplify US Equity PLUS Convexity ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
19
Holders Change
-6
Holders Change %
-24%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
7
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$29.2M -$62.3K -1,943 -0.2%
KCM
2
Kathmere Capital Management
Pennsylvania
$14.3M +$807K +25,174 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.52M +$964K +30,064 +38%
Truist Financial
4
Truist Financial
North Carolina
$3.42M +$1.01M +31,447 +42%
TWM
5
Tradition Wealth Management
Minnesota
$3.32M +$240K +7,478 +8%
FA
6
Fagan Associates
New York
$2.25M -$25K -780 -1%
PFS
7
Prospera Financial Services
Texas
$2.06M -$379K -11,812 -16%
OMC
8
Old Mission Capital
Illinois
$1.4M +$1.4M +43,572 New
IA
9
IFP Advisors
Florida
$1.24M -$68.9K -2,779 -5%
Wolverine Trading
10
Wolverine Trading
Illinois
$1.03M +$189K +5,820 +22%
Jane Street
11
Jane Street
New York
$989K +$989K +30,861 New
RJA
12
Raymond James & Associates
Florida
$646K +$646K +20,156 New
Osaic Holdings
13
Osaic Holdings
Arizona
$209K -$58K -1,809 -22%
BW
14
Bison Wealth
Georgia
$39K +$36.7K +1,133 +1,619%
Morgan Stanley
15
Morgan Stanley
New York
$37K +$32.2K +1,011 +674%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29K
BFC
17
Bedel Financial Consulting
Indiana
$11K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +162 New
LS
19
Leelyn Smith
Illinois
$2K
OCM
20
Ovata Capital Management
Hong Kong
-$113M -4,000,000 Closed
BCI
21
Brinker Capital Investments
Pennsylvania
-$1.36M -39,425 Closed
FS
22
Ferguson Shapiro
Georgia
-$454K -13,158 Closed
OPS
23
Orion Portfolio Solutions
Nebraska
-$242K -7,021 Closed
UBS Group
24
UBS Group
Switzerland
-$22K -632 Closed
PA
25
Parallel Advisors
California
-$5K -150 Closed