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Simplify US Equity PLUS Convexity ETF

16 hedge funds and large institutions have $46M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

12% less capital invested

Capital invested by funds: $52.6M → $46M (-$6.52M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

43% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $3.06M

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$3.06M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$20.2M
2
$9.2M
3
$8.07M
4
$5.86M
5
$677K
6
$445K
7
$399K
8
$396K
9
$234K
10
$202K
11
$153K
12
$106K
13
$69K
14
$42K
15
$8.32K
16
$70
17
18