Simplify US Equity Income ETF
SPUC
8 hedge funds and large institutions have $3.7M invested in Simplify US Equity Income ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
8.91% less ownership
Funds ownership: 39.89% → 30.99% (-8.9%)
11% less funds holding
Funds holding: 9 → 8 (-1)
25% less capital invested
Capital invested by funds: $4.95M → $3.7M (-$1.25M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$252K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$244K |
| 3 |
Betterment LLC
New York
|
+$123K |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$117K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$515K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$515K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$254K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $2.01M | +$103K | +3,556 | +5% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $518K | +$252K | +8,663 | +80% |
|
|
3
Betterment LLC
New York
| $407K | +$123K | +4,217 | +38% |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $295K | -$254K | -8,740 | -44% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $223K | +$244K | +8,398 | New |
|
|
M1FG
6
Mach-1 Financial Group
Rogers,
Arkansas
| $222K | +$117K | +4,013 | +92% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $29K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $1K | -$18.6K | -639 | -96% |
|
|
9
Envestnet Asset Management
Chicago,
Illinois
| – | -$515K | -15,811 | Closed |
|
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$515K | -15,811 | Closed |
|
SPUC Hedge Fund Activity: Q2 2022 in Review
8 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q2 2022, worth a combined $3.7M — down 25% from $4.95M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPUC and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Old Mission Capital, adding an estimated $252K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $515K sold.
- 8 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q2 2022, down from 9 in Q1 2022.
- Funds reported $3.7M of Simplify US Equity Income ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q2 2022 and 2 closed out, a net change of -1 holder.
- The largest Simplify US Equity Income ETF buyer in Q2 2022 was Old Mission Capital, an estimated $252K added.
- The largest Simplify US Equity Income ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $515K sold.
Based on aggregated 13F filings for Q2 2022.