Simplify US Equity Income ETF
SPUC
11 hedge funds and large institutions have $99.8M invested in Simplify US Equity Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 13 closing their positions.
1.69% more ownership
Funds ownership: 92.96% → 94.65% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $110M → $99.8M (-$10.4M)
48% less funds holding
Funds holding: 21 → 11 (-10)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
77% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$681K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$249K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$152K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$23.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$13.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.87M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.53M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$883K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$690K |
SPUC Hedge Fund Activity: Q3 2025 in Review
11 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q3 2025, worth a combined $99.8M — down 9.4% from $110M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SPUC and 3 opened new positions — a net loss of 10 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $681K. The largest seller was Simplify Asset Management, cutting an estimated $13.2M.
- 11 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q3 2025, down from 21 in Q2 2025.
- Funds reported $99.8M of Simplify US Equity Income ETF stock for Q3 2025, down 9.4% quarter-over-quarter.
- 3 funds opened new Simplify US Equity Income ETF positions in Q3 2025 and 13 closed out, a net change of -10 holders.
- The largest Simplify US Equity Income ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $681K added.
- The largest Simplify US Equity Income ETF seller in Q3 2025 was Simplify Asset Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2025.