Simplify US Equity Income ETF
SPUC
8 hedge funds and large institutions have $1.7M invested in Simplify US Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 4 reducing their positions, and 0 closing their positions.
69% more capital invested
Capital invested by funds: $1.01M → $1.7M (+$690K)
60% more funds holding
Funds holding: 5 → 8 (+3)
6.84% more ownership
Funds ownership: 12.91% → 19.74% (+6.8%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$367K |
| 2 |
Morgan Stanley
New York
|
+$58 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$163K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$43.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.7K |
| 4 |
Betterment LLC
New York
|
-$6.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
1
Prospera Financial Services
Dallas,
Texas
| $565K | -$163K | -5,649 | -23% |
|
|
GS
2
GTS Securities
New York
| $438K | +$410K | +14,264 | New |
|
|
TC
3
TownSquare Capital
Provo,
Utah
| $392K | +$367K | +12,755 | New |
|
|
4
Betterment LLC
New York
| $237K | -$6.73K | -234 | -3% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $33.5K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $32K | -$43.8K | -1,521 | -59% |
|
|
7
UBS Group
Zurich,
Switzerland
| $61 | -$13.7K | -475 | -100% |
|
|
8
Morgan Stanley
New York
| $61 | +$58 | +2 | New |
|
SPUC Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q2 2023, worth a combined $1.7M — up 69% from $1.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPUC positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $367K. The largest seller was Prospera Financial Services, cutting an estimated $163K.
- 8 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $1.7M of Simplify US Equity Income ETF stock for Q2 2023, up 69% quarter-over-quarter.
- 3 funds opened new Simplify US Equity Income ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest Simplify US Equity Income ETF buyer in Q2 2023 was TownSquare Capital, an estimated $367K added.
- The largest Simplify US Equity Income ETF seller in Q2 2023 was Prospera Financial Services, an estimated $163K sold.
Based on aggregated 13F filings for Q2 2023.