Simplify US Equity Income ETF
SPUC
21 hedge funds and large institutions have $110M invested in Simplify US Equity Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
110% more funds holding
Funds holding: 10 → 21 (+11)
6% more capital invested
Capital invested by funds: $104M → $110M (+$5.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.65% less ownership
Funds ownership: 97.61% → 92.96% (-4.7%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.13M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$2.93M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.36M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.18M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$16.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.09M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$1.88M |
| 4 |
JCFM
JBR Co Financial Management
Ardmore,
Oklahoma
|
-$229K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.1K |
SPUC Hedge Fund Activity: Q2 2025 in Review
21 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q2 2025, worth a combined $110M — up 5.6% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPUC positions and 2 closed out — a net gain of 11 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.13M. The largest seller was Simplify Asset Management, cutting an estimated $16.7M.
- 21 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $110M of Simplify US Equity Income ETF stock for Q2 2025, up 5.6% quarter-over-quarter.
- 13 funds opened new Simplify US Equity Income ETF positions in Q2 2025 and 2 closed out, a net change of +11 holders.
- The largest Simplify US Equity Income ETF buyer in Q2 2025 was AE Wealth Management, an estimated $4.13M added.
- The largest Simplify US Equity Income ETF seller in Q2 2025 was Simplify Asset Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2025.