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Simplify US Equity PLUS Convexity ETF

20 hedge funds and large institutions have $60.7M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 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:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $63.2M → $60.7M (-$2.48M)

10.56% less ownership

Funds ownership: 90.69%80.14% (-11%)

73% less call options, than puts

Call options by funds: $519K | Put options by funds: $1.93M

Holders
20
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$519K
Puts
$1.93M
Net Calls
Net Calls Change

Top Sellers

1 -$10.9M
2 -$7.36M
3 -$640K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.7K
5
IA
IFP Advisors
Florida
-$9.73K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$25.8M
2
$11.3M
3
$10.1M
4
$6.21M
5
$3.42M
6
$707K
7
$553K
8
$550K
9
$411K
10
$380K
11
$357K
12
$280K
13
$208K
14
$122K
15
$117K
16
$64K
17
$60.8K
18
$60.4K
19
$46.8K
20
$5.66K
21
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