Simplify US Equity Income ETF
SPUC
9 hedge funds and large institutions have $2.52M invested in Simplify US Equity Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $1.7M → $2.52M (+$820K)
14.83% more ownership
Funds ownership: 19.74% → 34.57% (+15%)
13% more funds holding
Funds holding: 8 → 9 (+1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$1.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$259K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$234K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$68.9K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$438K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$243K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$26.8K |
| 4 |
Betterment LLC
New York
|
-$1.78K |
| 5 |
Morgan Stanley
New York
|
-$61 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wolverine Trading
Chicago,
Illinois
| $1.05M | +$1.1M | +35,931 | New |
|
|
TC
2
TownSquare Capital
Provo,
Utah
| $594K | +$234K | +7,637 | +60% |
|
|
PFS
3
Prospera Financial Services
Dallas,
Texas
| $306K | -$243K | -7,915 | -43% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $246K | +$259K | +8,439 | New |
|
|
5
Betterment LLC
New York
| $223K | -$1.78K | -58 | -0.8% |
|
|
6
UBS Group
Zurich,
Switzerland
| $65.5K | +$68.9K | +2,246 | +112,300% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $31.7K | – | – | – |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $4.89K | -$26.8K | -874 | -84% |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| $29 | +$31 | +1 | New |
|
|
GS
10
GTS Securities
New York
| – | -$438K | -14,264 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$61 | -2 | Closed |
|
SPUC Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q3 2023, worth a combined $2.52M — up 48% from $1.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPUC positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $1.1M. The largest seller was GTS Securities, exiting entirely with an estimated $438K sold.
- 9 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $2.52M of Simplify US Equity Income ETF stock for Q3 2023, up 48% quarter-over-quarter.
- 3 funds opened new Simplify US Equity Income ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Simplify US Equity Income ETF buyer in Q3 2023 was Wolverine Trading, an estimated $1.1M added.
- The largest Simplify US Equity Income ETF seller in Q3 2023 was GTS Securities, an estimated $438K sold.
Based on aggregated 13F filings for Q3 2023.