Simplify US Equity PLUS Downside Convexity ETF (SPD)

• Market cap: $103M
• 1 day: -2.88%
• 5 days: -3.15%
• 1 month: -8.90%
• 3 months: -10.12%
• 6 months: -2.52%
• Year to date: -6.39%
• 1 year: 1.82%
• 5 years: 26.17%
• 10 years: 26.17%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $53.2M [Q3] → $103M (+$49.9M) [Q4]

35% more funds holding

Funds holding: 34 [Q3] → 46 (+12) [Q4]

20.22% more ownership

Funds ownership: 55.02% [Q3] → 75.24% (+20.22%) [Q4]

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12