Simplify US Equity Income ETF
SPUC
10 hedge funds and large institutions have $104M invested in Simplify US Equity Income 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.
729% more capital invested
Capital invested by funds: $12.6M → $104M (+$91.7M)
100% more funds holding
Funds holding: 5 → 10 (+5)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
26.19% more ownership
Funds ownership: 71.43% → 97.61% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$96.4M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.04M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$639K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$556K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$61.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $89.1M | +$96.4M | +2,334,812 | New |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $10.6M | +$556K | +13,464 | +5% |
|
|
EMAM
3
Encompass More Asset Management
Danville,
California
| $1.88M | +$2.04M | +49,369 | New |
|
|
HH
4
Hilltop Holdings
Dallas,
Texas
| $1.39M | +$318K | +7,698 | +27% |
|
|
5
Citadel Advisors
Miami,
Florida
| $590K | +$639K | +15,470 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $457K | -$61.6K | -1,493 | -11% |
|
|
JCFM
7
JBR Co Financial Management
Ardmore,
Oklahoma
| $229K | +$248K | +6,000 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $64.6K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $25.2K | +$27.3K | +661 | New |
|
10
Morgan Stanley
New York
| $42 | – | – | – |
|
SPUC Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q1 2025, worth a combined $104M — up 729% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPUC positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Simplify Asset Management, opening a new position worth an estimated $96.4M. The largest seller was Old Mission Capital, cutting an estimated $61.6K.
- 10 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $104M of Simplify US Equity Income ETF stock for Q1 2025, up 729% quarter-over-quarter.
- 5 funds opened new Simplify US Equity Income ETF positions in Q1 2025 and 0 closed out, a net change of +5 holders.
- The largest Simplify US Equity Income ETF buyer in Q1 2025 was Simplify Asset Management, an estimated $96.4M added.
- The largest Simplify US Equity Income ETF seller in Q1 2025 was Old Mission Capital, an estimated $61.6K sold.
Based on aggregated 13F filings for Q1 2025.