Simplify US Equity PLUS Upside Convexity ETF (SPUC)

• Market cap: $103M
• 1 day: -0.1%
• 5 days: 2.25%
• 1 month: 3.73%
• 3 months: 14.22%
• 6 months: 28.11%
• Year to date: 20.34%
• 1 year: 21.14%
• 5 years: 101.52%
• 10 years: 97.95%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more funds holding

Funds holding: 10 [Q1] → 20 (+10) [Q2]

6% more capital invested

Capital invested by funds: $104M [Q1] → $110M (+$5.79M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

14.16% less ownership

Funds ownership: 97.61% [Q1] → 83.45% (-14.16%) [Q2]

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4