Simplify US Equity Income ETF
SPUC
9 hedge funds and large institutions have $4.18M invested in Simplify US Equity Income ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $3.7M → $4.18M (+$480K)
13% more funds holding
Funds holding: 8 → 9 (+1)
5.69% more ownership
Funds ownership: 30.99% → 36.67% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$500K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$150K |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
+$150K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$74.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$127K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$43.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $1.79M | -$127K | -4,516 | -6% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $940K | +$500K | +17,777 | +91% |
|
3
Betterment LLC
New York
| $407K | – | – | – |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $346K | +$150K | +5,332 | +63% |
|
|
M1FG
5
Mach-1 Financial Group
Rogers,
Arkansas
| $346K | +$150K | +5,332 | +63% |
|
|
6
Wolverine Trading
Chicago,
Illinois
| $241K | -$43.8K | -1,556 | -14% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $66K | +$74.9K | +2,662 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $27K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $15K | +$15.8K | +560 | +2,000% |
|
SPUC Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q3 2022, worth a combined $4.18M — up 13% from $3.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SPUC positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $500K. The largest seller was Prospera Financial Services, cutting an estimated $127K.
- 9 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $4.18M of Simplify US Equity Income ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest Simplify US Equity Income ETF buyer in Q3 2022 was Old Mission Capital, an estimated $500K added.
- The largest Simplify US Equity Income ETF seller in Q3 2022 was Prospera Financial Services, an estimated $127K sold.
Based on aggregated 13F filings for Q3 2022.