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Simplify US Equity PLUS Convexity ETF

31 hedge funds and large institutions have $80.5M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $68.8M → $80.5M (+$11.7M)

2.66% more ownership

Funds ownership: 82.88%85.55% (+2.7%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

6% less funds holding

Funds holding: 3331 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $23.4M

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
10
Reduced
10
Closed
5
Calls
$11.6M
Puts
$23.4M
Net Calls
-$11.7M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$36.4M +$1.26M +30,314 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$10.7M +$855K +20,567 +9%
E
3
EntreWealth
Texas
$9.37M +$838K +20,159 +10%
AWM
4
AE Wealth Management
Kansas
$4.96M -$32.1K -773 -0.7%
LPL Financial
5
LPL Financial
California
$3.69M +$3.07M +73,919 +602%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.09M -$594K -14,285 -17%
EWM
7
Evolution Wealth Management
Florida
$3M +$2.63M +63,159 +931%
LAS
8
Lloyd Advisory Services
Georgia
$1.63M -$42.2K -1,015 -3%
FEG
9
Financial Enhancement Group
Indiana
$1.45M -$14.7K -354 -1%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$877K -$83.8K -2,015 -9%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$820K -$112K -2,686 -12%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$690K +$364K +8,752 +119%
NWMP
13
Noble Wealth Management PBC
Colorado
$630K +$611K +14,689 New
FA
14
Fiduciary Alliance
South Carolina
$570K -$19.6K -472 -3%
HBS
15
Howard Bailey Securities
Indiana
$536K +$8.86K +213 +2%
LI
16
LifeWealth Investments
Florida
$530K +$24.4K +586 +5%
Citadel Advisors
17
Citadel Advisors
Florida
$457K -$203K -4,892 -31%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$292K +$39.5K +951 +16%
MWM
19
Modern Wealth Management
Kansas
$238K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$212K +$205K +4,935 New
BlackRock
21
BlackRock
New York
$134K
ACA
22
Aptus Capital Advisors
Alabama
$72K -$1.58K -38 -2%
UBS Group
23
UBS Group
Switzerland
$23.5K +$22.8K +548 New
Q1WB
24
Quest 10 Wealth Builders
Virginia
$21.6K +$540 +13 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9K -$23.9K -575 -74%