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Simplify US Equity Income ETF

19 hedge funds and large institutions have $91.3M invested in Simplify US Equity Income ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more funds holding

Funds holding: 1719 (+2)

1.08% more ownership

Funds ownership: 90.72%91.8% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $95.1M → $91.3M (-$3.86M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$72.2M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.9M +$927K +19,956 +9%
AWM
3
AE Wealth Management
Kansas
$4.16M +$45.5K +979 +1%
OMC
4
Old Mission Capital
Illinois
$1.11M +$660K +14,202 +131%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$749K +$788K +16,961 New
ECA
6
Elevated Capital Advisors
Utah
$514K +$540K +11,636 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$423K -$32.8K -706 -7%
HBS
8
Howard Bailey Securities
Indiana
$397K -$5.48K -118 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$250K -$3.11K -67 -1%
GLR
10
Great Lakes Retirement
Ohio
$219K -$19.1K -412 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$82.3K +$89.2K +1,920 New
LAS
12
Lloyd Advisory Services
Georgia
$78.2K -$1.51M -32,506 -95%
KFG
13
Kingdom Financial Group
Arizona
$78.2K -$3.02K -65 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$19.3K -$37.8K -814 -65%
Q1WB
15
Quest 10 Wealth Builders
Virginia
$18.3K -$604 -13 -3%
NA
16
Networth Advisors
Pennsylvania
$16.1K -$1.25K -27 -7%
HFS
17
Hantz Financial Services
Michigan
$1K +$604 +13 New
NWMP
18
Noble Wealth Management PBC
Colorado
$795
Morgan Stanley
19
Morgan Stanley
New York
$66 +$46 +1 New
LI
20
LifeWealth Investments
Florida
-$219K -4,705 Closed
KAS
21
Kestra Advisory Services
Texas
-$86.4K -1,855 Closed
Bank of America
22
Bank of America
North Carolina
-$2.14K -46 Closed

SPUC Hedge Fund Activity: Q1 2026 in Review

19 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2026, worth a combined $91.3M — down 4.1% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPUC positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $927K. The largest seller was Lloyd Advisory Services, cutting an estimated $1.51M.

  • 19 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $91.3M of Simplify US Equity Income ETF stock for Q1 2026, down 4.1% quarter-over-quarter.
  • 5 funds opened new Simplify US Equity Income ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest Simplify US Equity Income ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $927K added.
  • The largest Simplify US Equity Income ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2026.