Simplify US Equity PLUS QIS ETF
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
6% less capital invested
Capital invested by funds: $2.41M [Q2] → $2.27M (-$139K) [Q3]
7.05% less ownership
Funds ownership: 80.06% [Q2] → 73.01% (-7.05%) [Q3]
17% less funds holding
Funds holding: 6 [Q2] → 5 (-1) [Q3]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Research analyst outlook
We haven’t received any recent analyst ratings for SPQ.
Financial journalist opinion
Neutral
Business Wire
1 month ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Neutral
Business Wire
1 year ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Positive
ETF Trends
1 year ago
Simplify's SPQ Adds QIS Overlay to Core US Equity Exposure
Simplify Asset Management has expanded its fund lineup with the new Simplify US Equity PLUS QIS ETF (NYSE Arca: SPQ). The fund seeks long-term capital appreciation by overlaying a basket of quantitative investment strategies on top of core U.S. equity exposure.
Neutral
Business Wire
1 year ago
Simplify Adds a Multi-Quantitative Investment Strategy Overlay to Core U.S. Equity Exposure With the Launch of the SPQ ETF
NEW YORK--(BUSINESS WIRE)--Simplify launches US Equity PLUS QIS ETF (SPQ). Provides 100% exposure to U.S. equities, 50% exposure to diversified quant strategies via QIS ETF.
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