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Simplify Multi-QIS Alternative ETF (QIS) Institutional Ownership

$24.74 +0.29 (+1.19%)
(As of 11/15/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Simplify Multi-QIS Alternative ETF (NYSEARCA:QIS)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.78M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$467.82K
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QIS Institutional Buying and Selling by Quarter

Simplify Multi-QIS Alternative ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Legacy Investment Solutions LLC27,681$673K0.4%N/A0.611%
11/15/2024Jane Street Group LLC49,677$1.22M0.0%+219.3%1.097%
11/7/2024 Napa Wealth Management17,194$423K0.2%N/A0.380%
11/6/2024 Simplify Asset Management Inc.62,035$1.53M0.1%+4.6%1.369%
10/16/2024 Twelve Points Wealth Management LLC9,146$225K0.1%N/A0.202%
10/9/2024 Matrix Trust Co4,460$110K0.0%N/A0.098%
10/7/2024 Richard P Slaughter Associates Inc27,169$668K0.2%-8.0%0.600%
8/13/2024 Simplify Asset Management Inc.59,335$1.50M0.1%-17.1%1.310%
8/2/2024 Financial Enhancement Group LLC23,421$589K0.1%N/A0.517%
7/26/2024 Park Edge Advisors LLC41,099$1.04M0.3%-1.9%0.907%
7/22/2024Hobbs Group Advisors LLC7,715$195K0.1%N/A0.170%
7/10/2024 Richard P Slaughter Associates Inc29,527$747K0.2%+6.3%0.652%
5/8/2024 Avantax Advisory Services Inc.20,471$520K0.0%-10.0%0.452%
4/19/2024 Park Edge Advisors LLC41,915$1.06M0.3%+5.3%0.931%
4/9/2024 Richard P Slaughter Associates Inc27,769$705K0.2%+115.1%0.617%
2/7/2024 Avantax Advisory Services Inc.22,741$562K0.0%+51.4%0.000%
1/12/2024 Park Edge Advisors LLC39,813$984K0.3%N/A0.000%
1/8/2024 Richard P Slaughter Associates Inc12,910$319K0.1%-6.2%0.000%
11/8/2023 Avantax Advisory Services Inc.15,023$390K0.0%N/A0.000%
10/23/2023 Cavalier Investments LLC229,038$5.94M2.0%N/A0.000%
(Data available from 1/1/2016 forward)

QIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QIS shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Simplify Multi-QIS Alternative ETF. The most heavily invested institutionals were Cavalier Investments LLC ($5.94M), Simplify Asset Management Inc. ($1.53M), Jane Street Group LLC ($1.22M), Park Edge Advisors LLC ($1.04M), Legacy Investment Solutions LLC ($673K), Richard P Slaughter Associates Inc ($668K), and Financial Enhancement Group LLC ($589K).Learn more on QIS's institutional investors.

Which institutional investors have been buying Simplify Multi-QIS Alternative ETF stock?

Of the 12 institutional investors that purchased Simplify Multi-QIS Alternative ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cavalier Investments LLC ($229.04K), Park Edge Advisors LLC ($41.92K), Jane Street Group LLC ($34.12K), Legacy Investment Solutions LLC ($27.68K), Financial Enhancement Group LLC ($23.42K), Avantax Advisory Services Inc. ($22.74K), and Napa Wealth Management ($17.19K).

How much institutional buying is happening at Simplify Multi-QIS Alternative ETF?

Institutional investors have bought a total of 436,745 shares in the last 24 months. This purchase volume represents approximately $11.11M in transactions.

Which Simplify Multi-QIS Alternative ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Multi-QIS Alternative ETF stock in the last 24 months: Simplify Asset Management Inc. ($12.27K), Richard P Slaughter Associates Inc ($3.22K), Avantax Advisory Services Inc. ($2.27K), and Park Edge Advisors LLC ($816.00).

How much institutional selling is happening at Simplify Multi-QIS Alternative ETF?

Institutional investors have sold a total of 18,569 shares in the last 24 months. This volume of shares sold represents approximately $467.82K in transactions.



This page (NYSEARCA:QIS) was last updated on 11/18/2024 by MarketBeat.com Staff
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