Simplify US Equity Income ETF
SPUC
6 hedge funds and large institutions have $3.16M invested in Simplify US Equity Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
3.68% more ownership
Funds ownership: 46.25% → 49.93% (+3.7%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
15% less capital invested
Capital invested by funds: $3.73M → $3.16M (-$571K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$436K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$373K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$356K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$83.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.2M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$767K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.16M | +$356K | +8,738 | +21% |
|
|
2
Goldman Sachs
New York
| $451K | +$436K | +10,701 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $386K | +$373K | +9,155 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $90.9K | +$83.9K | +2,060 | +2,124% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $71.3K | +$24.4K | +600 | +55% |
|
6
Morgan Stanley
New York
| $57 | – | – | – |
|
|
HH
7
Hilltop Holdings
Dallas,
Texas
| – | -$1.2M | -29,834 | Closed |
|
|
8
Wolverine Trading
Chicago,
Illinois
| – | -$767K | -19,028 | Closed |
|
SPUC Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q3 2024, worth a combined $3.16M — down 15% from $3.73M a quarter earlier.
Fund positioning in SPUC was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $436K. The largest seller was Hilltop Holdings, exiting entirely with an estimated $1.2M sold.
- 6 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $3.16M of Simplify US Equity Income ETF stock for Q3 2024, down 15% quarter-over-quarter.
- 2 funds opened new Simplify US Equity Income ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Simplify US Equity Income ETF buyer in Q3 2024 was Goldman Sachs, an estimated $436K added.
- The largest Simplify US Equity Income ETF seller in Q3 2024 was Hilltop Holdings, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2024.