Simplify US Equity Income ETF
SPUC
6 hedge funds and large institutions have $2.65M invested in Simplify US Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
27.14% more ownership
Funds ownership: 34.57% → 61.71% (+27%)
5% more capital invested
Capital invested by funds: $2.52M → $2.65M (+$128K)
33% less funds holding
Funds holding: 9 → 6 (-3)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$605K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$364K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$345K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$306K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$65.5K |
| 5 |
Betterment LLC
New York
|
-$6.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wolverine Trading
Chicago,
Illinois
| $791K | -$364K | -11,944 | -33% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $654K | +$605K | +19,828 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $619K | +$316K | +10,354 | +123% |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $299K | -$345K | -11,314 | -55% |
|
|
5
Betterment LLC
New York
| $246K | -$6.16K | -202 | -3% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $35.9K | – | – | – |
|
|
PFS
7
Prospera Financial Services
Dallas,
Texas
| – | -$306K | -10,505 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$65.5K | -2,248 | Closed |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$4.89K | -168 | Closed |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
SPUC Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q4 2023, worth a combined $2.65M — up 5.1% from $2.52M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPUC and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $605K. The largest seller was Wolverine Trading, cutting an estimated $364K.
- 6 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q4 2023, down from 9 in Q3 2023.
- Funds reported $2.65M of Simplify US Equity Income ETF stock for Q4 2023, up 5.1% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q4 2023 and 4 closed out, a net change of -3 holders.
- The largest Simplify US Equity Income ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $605K added.
- The largest Simplify US Equity Income ETF seller in Q4 2023 was Wolverine Trading, an estimated $364K sold.
Based on aggregated 13F filings for Q4 2023.