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Simplify US Equity PLUS Convexity ETF

15 hedge funds and large institutions have $63.2M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
4
Reduced
5
Closed
2
Calls
$144K
Puts
$1.95M
Net Calls
-$1.81M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Austin Wealth Management
Texas
$24.2M +$1.73M +46,296 +8%
FEG
2
Financial Enhancement Group
Indiana
$15.2M +$7.98M +296,991 +111%
IWC
3
Integrated Wealth Concepts
Massachusetts
$10.9M +$315K +8,345 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.9M +$2.45M +64,918 +29%
BW
5
Bison Wealth
Georgia
$640K -$90.3K -2,390 -12%
Citadel Advisors
6
Citadel Advisors
Florida
$359K +$359K +9,500 New
OMC
7
Old Mission Capital
Illinois
$280K -$1.14M -30,280 -80%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$235K -$85.6K -2,269 -27%
MWM
9
Modern Wealth Management
Kansas
$208K +$208K +5,495 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$135K -$6.57K -174 -5%
IA
11
IFP Advisors
Florida
$74.4K
Osaic Holdings
12
Osaic Holdings
Arizona
$66.4K
ACA
13
Aptus Capital Advisors
Alabama
$47.2K
Morgan Stanley
14
Morgan Stanley
New York
$5.74K -$3.21K -85 -36%
UBS Group
15
UBS Group
Switzerland
$2.08K +$2.08K +55 New
Wolverine Trading
16
Wolverine Trading
Illinois
-$866K -23,893 Closed
AAS
17
Avantax Advisory Services
Texas
-$243K -6,696 Closed