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Simplify US Equity PLUS Convexity ETF

31 hedge funds and large institutions have $67.8M invested in Simplify US Equity PLUS Convexity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more funds holding

Funds holding: 2831 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10.58% less ownership

Funds ownership: 86.43%75.85% (-11%)

18% less capital invested

Capital invested by funds: $82.6M → $67.8M (-$14.8M)

58% less call options, than puts

Call options by funds: $745K | Put options by funds: $1.79M

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
6
Reduced
15
Closed
3
Calls
$745K
Puts
$1.79M
Net Calls
-$1.05M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$26.6M -$9.96M -237,511 -26%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.6M -$1.29M -30,859 -10%
E
3
EntreWealth
Texas
$9.37M +$409K +9,746 +4%
AWM
4
AE Wealth Management
Kansas
$7.2M +$2.23M +53,150 +41%
EWM
5
Evolution Wealth Management
Florida
$4.05M +$1.16M +27,738 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.7M -$79.2K -1,889 -3%
FEG
7
Financial Enhancement Group
Indiana
$1.46M -$2.43K -58 -0.2%
NWMP
8
Noble Wealth Management PBC
Colorado
$573K -$4.2K -100 -0.7%
FA
9
Fiduciary Alliance
South Carolina
$540K -$3.9K -93 -0.7%
ECA
10
Elevated Capital Advisors
Utah
$509K +$540K +12,883 New
LPL Financial
11
LPL Financial
California
$447K +$5.41K +129 +1%
OMC
12
Old Mission Capital
Illinois
$445K +$473K +11,282 New
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$445K -$43.7K -1,041 -8%
HBS
14
Howard Bailey Securities
Indiana
$420K -$17.2K -410 -4%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$416K -$224K -5,329 -34%
CGPCS
16
Capital Group Private Client Services
California
$258K +$274K +6,540 New
MWM
17
Modern Wealth Management
Kansas
$221K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$145K -$472K -11,259 -75%
BlackRock
19
BlackRock
New York
$124K
ACA
20
Aptus Capital Advisors
Alabama
$101K +$210 +5 +0.2%
LAS
21
Lloyd Advisory Services
Georgia
$64.3K -$1.63M -38,793 -96%
KFG
22
Kingdom Financial Group
Arizona
$64.3K -$8.72K -208 -11%
Q1WB
23
Quest 10 Wealth Builders
Virginia
$19.9K -$629 -15 -3%
UBS Group
24
UBS Group
Switzerland
$19.3K +$20.5K +488 New
NA
25
Networth Advisors
Pennsylvania
$17.9K -$1.55K -37 -8%