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Simplify US Equity PLUS Upside Convexity ETF
SPUC

Overview Fund Activity

20 hedge funds and large institutions have $110M invested in Simplify US Equity PLUS Upside Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+10
Holders Change %
+100%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.67M
2
HH
Hilltop Holdings
Texas
+$3.31M
3
LAS
Lloyd Advisory Services
Georgia
+$1.53M
4
OMC
Old Mission Capital
Illinois
+$1.33M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$883K

Top Sellers

1
SAM
Simplify Asset Management
Nevada
-$18.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.49M
3
EMAM
Encompass More Asset Management
California
-$1.88M
4
JCFM
JBR Co Financial Management
Oklahoma
-$229K
5
UBS Group
UBS Group
Switzerland
-$22.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$85.6M -$18.8M -421,134 -18%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.88M -$3.49M -78,062 -28%
HH
3
Hilltop Holdings
Texas
$4.94M +$3.31M +74,051 +203%
AWM
4
AE Wealth Management
Kansas
$4.67M +$4.67M +104,367 New
OMC
5
Old Mission Capital
Illinois
$1.86M +$1.33M +29,683 +248%
LAS
6
Lloyd Advisory Services
Georgia
$1.53M +$1.53M +34,325 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$883K +$883K +19,745 New
Citadel Advisors
8
Citadel Advisors
Florida
$690K -$2.01K -45 -0.3%
HBS
9
Howard Bailey Securities
Indiana
$402K +$402K +8,990 New
GLR
10
Great Lakes Retirement
Ohio
$299K +$299K +6,692 New
LI
11
LifeWealth Investments
Florida
$229K +$229K +5,122 New
Osaic Holdings
12
Osaic Holdings
Arizona
$69.3K – – –
T
13
Transce3nd
Texas
$17.6K +$17.6K +393 New
PSFG
14
Park Square Financial Group
Georgia
$11.1K +$11.1K +248 New
Raymond James Financial
15
Raymond James Financial
Florida
$8.94K +$8.94K +200 New
UBS Group
16
UBS Group
Switzerland
$7.33K -$22.2K -497 -75%
DRP
17
Decker Retirement Planning
Utah
$3.05K +$3.05K +68 New
RWPA
18
Richard W. Paul & Associates
Michigan
$851 +$851 +19 New
PA
19
Pineridge Advisors
Missouri
$269 +$269 +6 New
Morgan Stanley
20
Morgan Stanley
New York
$87 – – –
EMAM
21
Encompass More Asset Management
California
– -$1.88M -49,369 Closed
JCFM
22
JBR Co Financial Management
Oklahoma
– -$229K -6,000 Closed