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Simplify US Equity PLUS Convexity ETF

18 hedge funds and large institutions have $50.4M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
5
Closed
5
Calls
$1.68M
Puts
$2.31M
Net Calls
-$629K
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Austin Wealth Management
Texas
$26.6M +$2.19M +59,888 +9%
IWC
2
Integrated Wealth Concepts
Massachusetts
$8.5M -$1.86M -54,078 -18%
E
3
EntreWealth
Texas
$6.3M +$586K +17,003 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.07M -$79.3K -2,303 -3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.21M +$2.21M +64,066 New
FEG
6
Financial Enhancement Group
Indiana
$1.23M -$8.18M -235,500 -87%
NWMP
7
Noble Wealth Management PBC
Colorado
$506K
FA
8
Fiduciary Alliance
South Carolina
$492K -$16.9K -491 -3%
Citadel Advisors
9
Citadel Advisors
Florida
$334K +$5.37K +156 +2%
LPL Financial
10
LPL Financial
California
$307K +$307K +8,918 New
OMC
11
Old Mission Capital
Illinois
$277K +$19.3K +559 +7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$244K +$132K +3,827 +117%
BlackRock
13
BlackRock
New York
$108K
ACA
14
Aptus Capital Advisors
Alabama
$62K +$18.9K +549 +44%
IA
15
IFP Advisors
Florida
$58.9K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$34K -$320K -9,175 -90%
Morgan Stanley
17
Morgan Stanley
New York
$5.22K
Wells Fargo
18
Wells Fargo
California
$2.96K +$2.96K +86 New
Wolverine Trading
19
Wolverine Trading
Illinois
-$707K -18,865 Closed
Jane Street
20
Jane Street
New York
-$411K -10,992 Closed
MWM
21
Modern Wealth Management
Kansas
-$208K -5,556 Closed
EF
22
Empowered Funds
Pennsylvania
-$60.8K -1,624 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$60.4K -1,613 Closed