Simplify US Equity Income ETF
SPUC
5 hedge funds and large institutions have $4.2M invested in Simplify US Equity Income ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
121% more capital invested
Capital invested by funds: $1.9M → $4.2M (+$2.31M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
18.55% more ownership
Funds ownership: 30.68% → 49.23% (+19%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$45.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$151K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$145K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$1.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $2.44M | +$2.38M | +85,413 | New |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $1.16M | -$1.26K | -45 | -0.1% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $542K | -$151K | -5,395 | -22% |
|
|
4
UBS Group
Zurich,
Switzerland
| $49K | +$45.9K | +1,642 | +2,737% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $20K | +$20K | +715 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| – | -$145K | -5,200 | Closed |
|
SPUC Hedge Fund Activity: Q1 2021 in Review
5 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2021, worth a combined $4.2M — up 121% from $1.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPUC positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $2.38M. The largest seller was Old Mission Capital, cutting an estimated $151K.
- 5 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2021, up from 4 in Q4 2020.
- Funds reported $4.2M of Simplify US Equity Income ETF stock for Q1 2021, up 121% quarter-over-quarter.
- 2 funds opened new Simplify US Equity Income ETF positions in Q1 2021 and 1 closed out, a net change of +1 holder.
- The largest Simplify US Equity Income ETF buyer in Q1 2021 was Prospera Financial Services, an estimated $2.38M added.
- The largest Simplify US Equity Income ETF seller in Q1 2021 was Old Mission Capital, an estimated $151K sold.
Based on aggregated 13F filings for Q1 2021.