Simplify US Equity Income ETF
SPUC
9 hedge funds and large institutions have $11.2M invested in Simplify US Equity Income ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
21% more capital invested
Capital invested by funds: $9.26M → $11.2M (+$1.94M)
8.73% less ownership
Funds ownership: 61.53% → 52.8% (-8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$549K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$549K |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$412K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$264K |
| 5 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$897K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FS
1
Ferguson Shapiro
Decatur,
Georgia
| $6.54M | +$412K | +12,038 | +7% |
|
|
PFS
2
Prospera Financial Services
Dallas,
Texas
| $2.75M | -$113K | -3,315 | -4% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $696K | +$264K | +7,720 | +65% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $567K | +$549K | +16,045 | New |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $567K | +$549K | +16,045 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $39K | – | – | – |
|
|
M1FG
7
Mach-1 Financial Group
Rogers,
Arkansas
| $38K | +$37K | +1,080 | New |
|
8
UBS Group
Zurich,
Switzerland
| $3K | +$2.91K | +85 | New |
|
|
9
Wolverine Trading
Chicago,
Illinois
| – | -$897K | -28,229 | Closed |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | +$34 | +1 | New |
|
SPUC Hedge Fund Activity: Q4 2021 in Review
9 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q4 2021, worth a combined $11.2M — up 21% from $9.26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPUC positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $549K. The largest seller was Wolverine Trading, exiting entirely with an estimated $897K sold.
- 9 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $11.2M of Simplify US Equity Income ETF stock for Q4 2021, up 21% quarter-over-quarter.
- 5 funds opened new Simplify US Equity Income ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
- The largest Simplify US Equity Income ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $549K added.
- The largest Simplify US Equity Income ETF seller in Q4 2021 was Wolverine Trading, an estimated $897K sold.
Based on aggregated 13F filings for Q4 2021.