Simplify US Equity Income ETF
SPUC
7 hedge funds and large institutions have $2.4M invested in Simplify US Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
9% less capital invested
Capital invested by funds: $2.65M → $2.4M (-$243K)
20.79% less ownership
Funds ownership: 61.71% → 40.92% (-21%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$314K |
| 2 |
Morgan Stanley
New York
|
+$36 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$535K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$299K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$86.8K |
| 4 |
Betterment LLC
New York
|
-$37.9K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $773K | -$2.6K | -73 | -0.4% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $640K | -$86.8K | -2,435 | -13% |
|
|
3
Wolverine Trading
Chicago,
Illinois
| $351K | -$535K | -15,008 | -63% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $345K | +$314K | +8,813 | New |
|
|
5
Betterment LLC
New York
| $250K | -$37.9K | -1,062 | -14% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $42.7K | – | – | – |
|
|
7
Morgan Stanley
New York
| $44 | +$36 | +1 | New |
|
|
TC
8
TownSquare Capital
Provo,
Utah
| – | -$299K | -9,078 | Closed |
|
SPUC Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2024, worth a combined $2.4M — down 9.2% from $2.65M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPUC positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $314K. The largest seller was Wolverine Trading, cutting an estimated $535K.
- 7 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $2.4M of Simplify US Equity Income ETF stock for Q1 2024, down 9.2% quarter-over-quarter.
- 2 funds opened new Simplify US Equity Income ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Simplify US Equity Income ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $314K added.
- The largest Simplify US Equity Income ETF seller in Q1 2024 was Wolverine Trading, an estimated $535K sold.
Based on aggregated 13F filings for Q1 2024.