Simplify US Equity Income ETF
SPUC
7 hedge funds and large institutions have $2.52M invested in Simplify US Equity Income ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
12.64% less ownership
Funds ownership: 36.67% → 24.03% (-13%)
22% less funds holding
Funds holding: 9 → 7 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less capital invested
Capital invested by funds: $4.18M → $2.52M (-$1.67M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$40.1K |
| 2 |
Betterment LLC
New York
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$573K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$355K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$346K |
| 4 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$346K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $1.31M | -$573K | -21,375 | -30% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $631K | -$355K | -13,238 | -36% |
|
|
3
Betterment LLC
New York
| $434K | +$32K | +1,195 | +8% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $63K | -$2.65K | -99 | -4% |
|
|
5
UBS Group
Zurich,
Switzerland
| $54.7K | +$40.1K | +1,496 | +254% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $29K | – | – | – |
|
|
LIA
7
Luken Investment Analytics
Brentwood,
Tennessee
| $184 | +$188 | +7 | New |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| – | -$346K | -13,730 | Closed |
|
|
M1FG
9
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$346K | -13,730 | Closed |
|
|
10
Wolverine Trading
Chicago,
Illinois
| – | -$241K | -9,424 | Closed |
|
SPUC Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q4 2022, worth a combined $2.52M — down 40% from $4.18M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPUC and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was UBS Group, adding an estimated $40.1K. The largest seller was Prospera Financial Services, cutting an estimated $573K.
- 7 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q4 2022, down from 9 in Q3 2022.
- Funds reported $2.52M of Simplify US Equity Income ETF stock for Q4 2022, down 40% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Simplify US Equity Income ETF buyer in Q4 2022 was UBS Group, an estimated $40.1K added.
- The largest Simplify US Equity Income ETF seller in Q4 2022 was Prospera Financial Services, an estimated $573K sold.
Based on aggregated 13F filings for Q4 2022.