Simplify US Equity Income ETF
SPUC
5 hedge funds and large institutions have $9.26M invested in Simplify US Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
97% more capital invested
Capital invested by funds: $4.7M → $9.26M (+$4.56M)
10.93% more ownership
Funds ownership: 50.6% → 61.53% (+11%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$5.61M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$48.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$646K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$369K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FS
1
Ferguson Shapiro
Decatur,
Georgia
| $5.42M | +$5.61M | +172,979 | New |
|
|
PFS
2
Prospera Financial Services
Dallas,
Texas
| $2.54M | +$48.6K | +1,498 | +2% |
|
|
3
Wolverine Trading
Chicago,
Illinois
| $897K | -$369K | -11,378 | -29% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $375K | -$646K | -19,894 | -62% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $34K | +$12.2K | +375 | +52% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$1K | -30 | Closed |
|
SPUC Hedge Fund Activity: Q3 2021 in Review
5 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q3 2021, worth a combined $9.26M — up 97% from $4.7M a quarter earlier.
Fund positioning in SPUC was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $5.61M. The largest seller was Old Mission Capital, cutting an estimated $646K.
- 5 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $9.26M of Simplify US Equity Income ETF stock for Q3 2021, up 97% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest Simplify US Equity Income ETF buyer in Q3 2021 was Ferguson Shapiro, an estimated $5.61M added.
- The largest Simplify US Equity Income ETF seller in Q3 2021 was Old Mission Capital, an estimated $646K sold.
Based on aggregated 13F filings for Q3 2021.