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Simplify US Equity PLUS Convexity ETF

16 hedge funds and large institutions have $22.1M invested in Simplify US Equity PLUS Convexity ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
8
Closed
3
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$7.43M -$2.67M -101,048 -26%
KCM
2
Kathmere Capital Management
Pennsylvania
$4.25M -$3.89M -150,497 -48%
Jane Street
3
Jane Street
New York
$2.2M +$1.02M +39,653 +87%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M -$1.14M -44,253 -37%
Truist Financial
5
Truist Financial
North Carolina
$1.91M -$1M -38,827 -34%
IA
6
IFP Advisors
Florida
$1.24M -$6.95K -280 -0.6%
FEG
7
Financial Enhancement Group
Indiana
$887K -$8.05M -311,423 -90%
OMC
8
Old Mission Capital
Illinois
$736K +$268K +10,364 +57%
PFS
9
Prospera Financial Services
Texas
$639K -$63.4K -2,452 -9%
Wolverine Trading
10
Wolverine Trading
Illinois
$412K +$412K +15,722 New
Betterment LLC
11
Betterment LLC
New York
$232K
Osaic Holdings
12
Osaic Holdings
Arizona
$127K -$19.3K -745 -13%
UBS Group
13
UBS Group
Switzerland
$58K +$53.7K +2,065 +1,259%
PA
14
Parallel Advisors
California
$6K +$6K +250 New
Morgan Stanley
15
Morgan Stanley
New York
$4K
LS
16
Leelyn Smith
Illinois
$2K +$27 +1 +1%
RJA
17
Raymond James & Associates
Florida
-$1.73M -65,246 Closed
BW
18
Bison Wealth
Georgia
-$155K -5,844 Closed
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
-$17K -648 Closed