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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$40.1K
2
Betterment LLC
Betterment LLC
New York
+$32K

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$573K
2
OMC
Old Mission Capital
Illinois
-$355K
3
AWM
AE Wealth Management
Kansas
-$346K
4
M1FG
Mach-1 Financial Group
Arkansas
-$346K
5
Wolverine Trading
Wolverine Trading
Illinois
-$241K

SPUC Hedge Fund Activity: Q4 2022 in Review

7 of the 6,237 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.