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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $60.7M → $50.4M (-$10.3M)

27% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $2.31M

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
18
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
$1.68M
Puts
$2.31M
Net Calls
Net Calls Change

Top Buyers

1 +$2.21M
2 +$2.19M
3 +$586K
4
LPL Financial
LPL Financial
California
+$307K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$132K

Top Sellers

1 -$8.18M
2 -$1.86M
3 -$707K
4
Jane Street
Jane Street
New York
-$411K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$26.6M
2
$8.5M
3
$6.3M
4
$3.07M
5
$2.21M
6
$1.23M
7
$506K
8
$492K
9
$334K
10
$307K
11
$277K
12
$244K
13
$108K
14
$62K
15
$58.9K
16
$34K
17
$5.22K
18
$2.96K
19
20
21
22
23