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Simplify US Equity PLUS Upside Convexity ETF
SPUC

Overview Fund Trends Analyst Outlook Journalist POV

10 hedge funds and large institutions have $104M invested in Simplify US Equity PLUS Upside Convexity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$89.1M
2
+$1.88M
3
+$590K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$514K
5
HH
Hilltop Holdings
Texas
+$294K

Top Sellers

1
-$57K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$89.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.6M
EMAM
3
Encompass More Asset Management
California
$1.88M
HH
4
Hilltop Holdings
Texas
$1.39M
Citadel Advisors
5
Citadel Advisors
Florida
$590K
OMC
6
Old Mission Capital
Illinois
$457K
JCFM
7
JBR Co Financial Management
Oklahoma
$229K
Osaic Holdings
8
Osaic Holdings
Arizona
$64.6K
UBS Group
9
UBS Group
Switzerland
$25.2K
Morgan Stanley
10
Morgan Stanley
New York
$42