Simplify US Equity Income ETF
SPUC
5 hedge funds and large institutions have $1.01M invested in Simplify US Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 2 closing their positions.
11.13% less ownership
Funds ownership: 24.03% → 12.91% (-11%)
29% less funds holding
Funds holding: 7 → 5 (-2)
60% less capital invested
Capital invested by funds: $2.52M → $1.01M (-$1.51M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$704K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$631K |
| 3 |
Betterment LLC
New York
|
-$235K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43.9K |
| 5 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$184 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $676K | -$704K | -25,740 | -52% |
|
|
2
Betterment LLC
New York
| $223K | -$235K | -8,589 | -52% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $63.7K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $30.6K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $13.4K | -$43.9K | -1,607 | -77% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$631K | -24,050 | Closed |
|
|
LIA
7
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$184 | -7 | Closed |
|
SPUC Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2023, worth a combined $1.01M — down 60% from $2.52M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPUC and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.
The largest seller was Prospera Financial Services, cutting an estimated $704K.
- 5 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $1.01M of Simplify US Equity Income ETF stock for Q1 2023, down 60% quarter-over-quarter.
- 0 funds opened new Simplify US Equity Income ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest Simplify US Equity Income ETF seller in Q1 2023 was Prospera Financial Services, an estimated $704K sold.
Based on aggregated 13F filings for Q1 2023.