Simplify US Equity Income ETF
SPUC
5 hedge funds and large institutions have $4.7M invested in Simplify US Equity Income ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
12% more capital invested
Capital invested by funds: $4.2M → $4.7M (+$500K)
1.37% more ownership
Funds ownership: 49.23% → 50.6% (+1.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$176K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$50.7K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$38.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $2.47M | -$176K | -5,815 | -7% |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $1.23M | -$38.4K | -1,267 | -3% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $988K | +$391K | +12,872 | +68% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $22K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $1K | -$50.7K | -1,672 | -98% |
|
SPUC Hedge Fund Activity: Q2 2021 in Review
5 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q2 2021, worth a combined $4.7M — up 12% from $4.2M a quarter earlier.
Fund positioning in SPUC was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $391K. The largest seller was Prospera Financial Services, cutting an estimated $176K.
- 5 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $4.7M of Simplify US Equity Income ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 0 funds opened new Simplify US Equity Income ETF positions in Q2 2021 and 0 closed out.
- The largest Simplify US Equity Income ETF buyer in Q2 2021 was Old Mission Capital, an estimated $391K added.
- The largest Simplify US Equity Income ETF seller in Q2 2021 was Prospera Financial Services, an estimated $176K sold.
Based on aggregated 13F filings for Q2 2021.