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Simplify US Equity PLUS Convexity ETF

15 hedge funds and large institutions have $49M invested in Simplify US Equity PLUS Convexity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
6
Reduced
7
Closed
5
Calls
$205K
Puts
$168K
Net Calls
+$37K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Austin Wealth Management
Texas
$16.4M +$16.4M +557,318 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$4.18M -150,263 -29%
FEG
3
Financial Enhancement Group
Indiana
$8.32M -$34.4K -1,213 -0.4%
IWC
4
Integrated Wealth Concepts
Massachusetts
$7.59M +$76.3K +2,743 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.55M +$1.21M +43,598 +91%
OMC
6
Old Mission Capital
Illinois
$1.09M +$423K +15,197 +63%
Wolverine Trading
7
Wolverine Trading
Illinois
$789K +$789K +28,367 New
BW
8
Bison Wealth
Georgia
$543K -$11K -396 -2%
TWM
9
Tradition Wealth Management
Minnesota
$525K -$4.62M -175,959 -90%
TC
10
TownSquare Capital
Utah
$481K +$179K +6,425 +59%
PFS
11
Prospera Financial Services
Texas
$303K -$228K -8,178 -43%
Osaic Holdings
12
Osaic Holdings
Arizona
$92.5K -$12.2K -439 -12%
UBS Group
13
UBS Group
Switzerland
$73K +$67.1K +2,411 +1,143%
IA
14
IFP Advisors
Florida
$69.6K -$236K -8,487 -77%
Morgan Stanley
15
Morgan Stanley
New York
$6.57K +$2.31K +83 +54%
Jane Street
16
Jane Street
New York
-$661K -22,729 Closed
GS
17
GTS Securities
New York
-$346K -11,896 Closed
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
-$211K -7,258 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
-$291 -10 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
-$58 -2 Closed