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Simplify US Equity PLUS Convexity ETF

17 hedge funds and large institutions have $39.7M invested in Simplify US Equity PLUS Convexity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
6
Reduced
6
Closed
5
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$10.1M +$7.38M +278,576 +269%
FEG
2
Financial Enhancement Group
Indiana
$9.17M -$15M -565,007 -62%
KCM
3
Kathmere Capital Management
Pennsylvania
$8.36M -$3.47M -130,855 -29%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.14M +$224K +8,458 +8%
Truist Financial
5
Truist Financial
North Carolina
$2.99M +$165K +6,229 +6%
RJA
6
Raymond James & Associates
Florida
$1.73M +$1.2M +45,090 +224%
IA
7
IFP Advisors
Florida
$1.24M
Jane Street
8
Jane Street
New York
$1.21M +$386K +14,563 +47%
PFS
9
Prospera Financial Services
Texas
$720K -$986K -37,188 -58%
OMC
10
Old Mission Capital
Illinois
$481K -$676K -25,451 -58%
Betterment LLC
11
Betterment LLC
New York
$232K +$232K +8,763 New
BW
12
Bison Wealth
Georgia
$155K +$123K +4,641 +386%
Osaic Holdings
13
Osaic Holdings
Arizona
$150K -$22.7K -856 -13%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$17K +$17K +648 New
Morgan Stanley
15
Morgan Stanley
New York
$4K -$27K -1,011 -87%
UBS Group
16
UBS Group
Switzerland
$4K +$4K +164 New
LS
17
Leelyn Smith
Illinois
$2K
FA
18
Fagan Associates
New York
-$2.25M -70,285 Closed
Wolverine Trading
19
Wolverine Trading
Illinois
-$1.03M -31,749 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$29K -894 Closed
BFC
21
Bedel Financial Consulting
Indiana
-$11K -341 Closed
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
-$5K -162 Closed