Simplify US Equity Income ETF
SPUC
5 hedge funds and large institutions have $12.6M invested in Simplify US Equity Income ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
298% more capital invested
Capital invested by funds: $3.16M → $12.6M (+$9.41M)
21.5% more ownership
Funds ownership: 49.93% → 71.43% (+22%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.16M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.24M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$186K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$86 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$451K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$90.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $10.8M | +$9.16M | +212,079 | +414% |
|
|
HH
2
Hilltop Holdings
Dallas,
Texas
| $1.18M | +$1.24M | +28,711 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $551K | +$186K | +4,309 | +47% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $69.3K | +$86 | +2 | +0.1% |
|
5
Morgan Stanley
New York
| $41 | – | – | – |
|
|
6
Goldman Sachs
New York
| – | -$451K | -10,701 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$90.9K | -2,157 | Closed |
|
SPUC Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q4 2024, worth a combined $12.6M — up 298% from $3.16M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPUC and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.16M. The largest seller was Goldman Sachs, exiting entirely with an estimated $451K sold.
- 5 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q4 2024, down from 6 in Q3 2024.
- Funds reported $12.6M of Simplify US Equity Income ETF stock for Q4 2024, up 298% quarter-over-quarter.
- 1 fund opened new Simplify US Equity Income ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest Simplify US Equity Income ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $9.16M added.
- The largest Simplify US Equity Income ETF seller in Q4 2024 was Goldman Sachs, an estimated $451K sold.
Based on aggregated 13F filings for Q4 2024.