Evolution Wealth Management Inc. boosted its holdings in shares of Simplify US Equity PLUS Downside Convexity ETF (NYSEARCA:SPD – Free Report) by 14.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 114,806 shares of the company’s stock after purchasing an additional 14,749 shares during the period. Simplify US Equity PLUS Downside Convexity ETF makes up 3.7% of Evolution Wealth Management Inc.’s investment portfolio, making the stock its 4th largest holding. Evolution Wealth Management Inc. owned about 3.87% of Simplify US Equity PLUS Downside Convexity ETF worth $4,507,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Fiduciary Alliance LLC grew its position in Simplify US Equity PLUS Downside Convexity ETF by 1.4% during the 4th quarter. Fiduciary Alliance LLC now owns 19,252 shares of the company’s stock worth $756,000 after purchasing an additional 263 shares during the last quarter. Networth Advisors LLC acquired a new stake in shares of Simplify US Equity PLUS Downside Convexity ETF in the 4th quarter worth $27,000. Osaic Holdings Inc. lifted its stake in shares of Simplify US Equity PLUS Downside Convexity ETF by 21.8% in the 2nd quarter. Osaic Holdings Inc. now owns 7,218 shares of the company’s stock worth $265,000 after acquiring an additional 1,291 shares during the period. Kingdom Financial Group LLC. acquired a new stake in shares of Simplify US Equity PLUS Downside Convexity ETF in the 4th quarter worth $83,000. Finally, Ironsides Asset Advisors LLC lifted its stake in shares of Simplify US Equity PLUS Downside Convexity ETF by 3.0% in the 3rd quarter. Ironsides Asset Advisors LLC now owns 85,839 shares of the company’s stock worth $3,391,000 after acquiring an additional 2,517 shares during the period.
Simplify US Equity PLUS Downside Convexity ETF Stock Performance
SPD stock opened at $41.78 on Thursday. Simplify US Equity PLUS Downside Convexity ETF has a one year low of $35.72 and a one year high of $42.15. The stock has a market capitalization of $113.64 million, a PE ratio of 28.26 and a beta of 0.74. The company has a fifty day moving average of $39.41 and a 200-day moving average of $39.19.
About Simplify US Equity PLUS Downside Convexity ETF
The Simplify US Equity PLUS Downside Convexity ETF (SPD) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively managed fund-of-funds that provides exposure to US large-cap stocks while applying a downside options overlay strategy. SPD was launched on Sep 3, 2020 and is managed by Simplify.
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