Simplify US Equity Income ETF
SPUC
9 hedge funds and large institutions have $4.95M invested in Simplify US Equity Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
12.91% less ownership
Funds ownership: 52.8% → 39.89% (-13%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
56% less capital invested
Capital invested by funds: $11.2M → $4.95M (-$6.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$634K |
| 2 |
Betterment LLC
New York
|
+$357K |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$106K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$6.54M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$284K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$181K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.52K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$7.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $2.35M | -$181K | -5,637 | -7% |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $652K | +$634K | +19,720 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $515K | -$7.52K | -234 | -1% |
|
|
4
Truist Financial
Charlotte,
North Carolina
| $515K | -$7.52K | -234 | -1% |
|
|
5
Betterment LLC
New York
| $362K | +$357K | +11,121 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $354K | -$284K | -8,833 | -45% |
|
|
M1FG
7
Mach-1 Financial Group
Rogers,
Arkansas
| $142K | +$106K | +3,305 | +306% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $22K | +$18.7K | +582 | +685% |
|
|
FS
10
Ferguson Shapiro
Decatur,
Georgia
| – | -$6.54M | -185,017 | Closed |
|
SPUC Hedge Fund Activity: Q1 2022 in Review
9 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2022, worth a combined $4.95M — down 56% from $11.2M a quarter earlier.
Fund positioning in SPUC was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $634K. The largest seller was Ferguson Shapiro, exiting entirely with an estimated $6.54M sold.
- 9 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $4.95M of Simplify US Equity Income ETF stock for Q1 2022, down 56% quarter-over-quarter.
- 2 funds opened new Simplify US Equity Income ETF positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest Simplify US Equity Income ETF buyer in Q1 2022 was Wolverine Trading, an estimated $634K added.
- The largest Simplify US Equity Income ETF seller in Q1 2022 was Ferguson Shapiro, an estimated $6.54M sold.
Based on aggregated 13F filings for Q1 2022.