Simplify US Equity Income ETF
SPUC
6 hedge funds and large institutions have $3.73M invested in Simplify US Equity Income ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
55% more capital invested
Capital invested by funds: $2.4M → $3.73M (+$1.33M)
5.33% more ownership
Funds ownership: 40.92% → 46.25% (+5.3%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.14M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$864K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$383K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$640K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$345K |
| 3 |
Betterment LLC
New York
|
-$250K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.71M | +$864K | +22,692 | +115% |
|
|
HH
2
Hilltop Holdings
Dallas,
Texas
| $1.2M | +$1.14M | +29,834 | New |
|
|
3
Wolverine Trading
Chicago,
Illinois
| $767K | +$383K | +10,049 | +112% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $43.9K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.91K | +$3.69K | +97 | New |
|
6
Morgan Stanley
New York
| $43 | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$640K | -16,358 | Closed |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$345K | -8,813 | Closed |
|
|
9
Betterment LLC
New York
| – | -$250K | -6,388 | Closed |
|
SPUC Hedge Fund Activity: Q2 2024 in Review
6 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q2 2024, worth a combined $3.73M — up 55% from $2.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPUC and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.14M. The largest seller was Old Mission Capital, exiting entirely with an estimated $640K sold.
- 6 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $3.73M of Simplify US Equity Income ETF stock for Q2 2024, up 55% quarter-over-quarter.
- 2 funds opened new Simplify US Equity Income ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest Simplify US Equity Income ETF buyer in Q2 2024 was Hilltop Holdings, an estimated $1.14M added.
- The largest Simplify US Equity Income ETF seller in Q2 2024 was Old Mission Capital, an estimated $640K sold.
Based on aggregated 13F filings for Q2 2024.