Simplify US Equity Income ETF
SPUC
17 hedge funds and large institutions have $95.1M invested in Simplify US Equity Income ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
55% more funds holding
Funds holding: 11 → 17 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $99.8M → $95.1M (-$4.66M)
3.93% less ownership
Funds ownership: 94.65% → 90.72% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.57M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.7M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$697K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$511K |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$4.88M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.02M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$158K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$25.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.48K |
SPUC Hedge Fund Activity: Q4 2025 in Review
17 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity Income ETF (SPUC) for Q4 2025, worth a combined $95.1M — down 4.7% from $99.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPUC positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $4.57M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $4.88M sold.
- 17 institutional investors held Simplify US Equity Income ETF (SPUC) as of Q4 2025, up from 11 in Q3 2025.
- Funds reported $95.1M of Simplify US Equity Income ETF stock for Q4 2025, down 4.7% quarter-over-quarter.
- 10 funds opened new Simplify US Equity Income ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
- The largest Simplify US Equity Income ETF buyer in Q4 2025 was AE Wealth Management, an estimated $4.57M added.
- The largest Simplify US Equity Income ETF seller in Q4 2025 was Hilltop Holdings, an estimated $4.88M sold.
Based on aggregated 13F filings for Q4 2025.