Simplify US Equity PLUS Downside Convexity
SPD • ARCA
Simplify US Equity PLUS Downside Convexity is an exchange-traded fund on ARCA. As of Q3 2025, 39 institutional investors hold shares in this ETF, with total holdings valued at $48.3M. COMMONWEALTH EQUITY SERVICES, LLC. is the largest holder with a position valued at $9.7M.
Overview
Overview of institutional ownership in SPD as of Q3 2025
All Institutions
- Institutions
- 39
- Value Held
- $48.3M
- Shares Held
- 1.2M
- Avg Position
- $1.2M
- Median Position
- $463.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $463.8K
- Shares Held
- 11.7K
- Avg Position
- $463.8K
- Median Position
- $463.8K
Biggest Investors
Institutions with the largest positions in SPD as of Q3 2025
| Institution | Position Value |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.7M 0.01% of portfolio |
 Authentikos Wealth Advisory, LLC RIA/Wealth | $7.7M 5.62% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $7.3M 0.05% of portfolio |
 Ironsides Asset Advisors, LLC RIA/Wealth | $3.4M 0.87% of portfolio |
A Austin Wealth Management, LLC RIA/Wealth | $2.1M 0.33% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $1.8M 0.90% of portfolio |
 Atomi Financial Group, Inc. RIA/Wealth | $1.7M 0.05% of portfolio |
$1.6M 0.01% of portfolio | |
L LPL Financial LLC Institution | $1.6M 0.00% of portfolio |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $1.5M 0.38% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SPD in Q3 2025
- Traded
- +$3.8M
- Buyers
- 16
- Sellers
- 18
- Total Bought
- +$7.5M
- Total Sold
- −$3.7M
- Avg Position
- $1.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$4.0M +101.6K shares |
 CWM, LLC RIA/Wealth | +$1.2M +29.6K shares |
L LPL Financial LLC Institution | +$637.5K +16.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$463.8K +11.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$455.6K +11.5K shares |
 HighTower Advisors, LLC RIA/Wealth | +$224.0K +5.7K shares |
G Great Lakes Retirement, Inc. Institution | +$206.8K +5.2K shares |
Authentikos Wealth Advisory, LLC RIA/Wealth | +$161.8K +4.1K shares |
Ironsides Asset Advisors, LLC RIA/Wealth | +$99.4K +2.5K shares |
L LifeWealth Investments, LLC Institution | +$31.4K +795.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$1.7M −44.3K shares |
Atomi Financial Group, Inc. RIA/Wealth | −$737.5K −18.7K shares |
 Sollinda Capital Management LLC RIA/Wealth | −$318.7K −8.1K shares |
 Armis Advisers, LLC RIA/Wealth | −$299.0K −7.9K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$143.2K −3.6K shares |
−$102.8K −2.6K shares | |
E Elevated Capital Advisors, LLC RIA/Wealth | −$93.6K −2.4K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$83.0K −2.2K shares |
P Park Edge Advisors, LLC RIA/Wealth | −$71.2K −1.8K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | −$43.1K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SPD in Q3 2025
- New Positions
- 1
- New Value
- $1.7K
- Exited Positions
- 7
- Exited Value
- $2.1M
New Positions
| Institution | Position Value |
|---|---|
 Geneos Wealth Management Inc. RIA/Wealth | $1.7K 44.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O OLD MISSION CAPITAL LLC Institution | $1.7M 44.3K shares |
Armis Advisers, LLC RIA/Wealth | $299.0K 7.9K shares |
Farther Finance Advisors, LLC RIA/Wealth | $83.0K 2.2K shares |
 Transce3nd, LLC RIA/Wealth | $29.7K 782.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $10.6K 280.0 shares |
 UBS Group AG Institution | $4.6K 122.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | $1.5K 39.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SPD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SPD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Authentikos Wealth Advisory, LLC RIA/Wealth | 5.62% $7.7M |
Lloyd Advisory Services, LLC. RIA/Wealth | 0.90% $1.8M |
Ironsides Asset Advisors, LLC RIA/Wealth | 0.87% $3.4M |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | 0.38% $1.5M |
A Austin Wealth Management, LLC RIA/Wealth | 0.33% $2.1M |
P Park Edge Advisors, LLC RIA/Wealth | 0.27% $1.2M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 0.25% $607.2K |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.16% $631.0K |
Sollinda Capital Management LLC RIA/Wealth | 0.15% $560.9K |
L LifeWealth Investments, LLC Institution | 0.14% $464.1K |
Hedge Fund Spotlight
Discover hedge funds investing in SPD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify US Equity PLUS Downside Convexity
- Market Value
- $463.8K
- Shares Held
- 11.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
