Simplify US Equity PLUS Downside Convexity ETF (SPD)

• Market cap: $139M
• 1 day: 0.00%
• 5 days: 0.27%
• 1 month: -3.86%
• 3 months: 0.12%
• 6 months: 1.73%
• Year to date: 0.36%
• 1 year: 17.28%
• 5 years: 35.27%
• 10 years: 35.27%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6.24% less ownership

Funds ownership: 61.26% [Q2] → 55.01% (-6.24%) [Q3]

15% less funds holding

Funds holding: 39 [Q2] → 33 (-6) [Q3]

24% less capital invested

Capital invested by funds: $70.3M [Q2] → $53.1M (-$17.2M) [Q3]

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]