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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

32 hedge funds and large institutions have $68.3M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+14
Holders Change %
+77.78%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
6
Reduced
8
Closed
1
Calls
$5.2M
Puts
$1.67M
Net Calls
+$3.53M
Net Calls Change
+$4.16M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.82M
2
AWM
2
Austin Wealth Management
Texas
$33.5M
3
LAS
3
Lloyd Advisory Services
Georgia
$1.61M
4
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$929K
5
E
5
EntreWealth
Texas
$8.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$902K
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$9.5M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.57M
5
IA
5
IFP Advisors
Florida
$1.45K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
Austin Wealth Management
Texas
$33.5M 824,404 +95,713 +13%
IWC
2
Integrated Wealth Concepts
Massachusetts
$9.5M 229,841 -16,943 -7%
E
3
EntreWealth
Texas
$8.2M 198,466 +15,632 +9%
AWM
4
AE Wealth Management
Kansas
$4.82M 116,592 +116,592 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.57M 86,344 -2,884 -3%
LAS
6
Lloyd Advisory Services
Georgia
$1.61M 38,978 +38,978 New
FEG
7
Financial Enhancement Group
Indiana
$1.39M 33,765 -1,660 -5%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$929K 22,486 +22,486 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$902K 21,818 -42,248 -66%
Citadel Advisors
10
Citadel Advisors
Florida
$643K 15,560 +5,856 +60%
FA
11
Fiduciary Alliance
South Carolina
$569K 13,768 -529 -4%
LPL Financial
12
LPL Financial
California
$507K 12,273 +3,355 +38%
HBS
13
Howard Bailey Securities
Indiana
$422K 10,201 +10,201 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$303K 7,344 +254 +4%
EWM
15
Evolution Wealth Management
Florida
$280K 6,782 +6,782 New
LI
16
LifeWealth Investments
Florida
$237K 5,744 +5,744 New
AAS
17
Avantax Advisory Services
Texas
$230K 5,572 +5,572 New
MWM
18
Modern Wealth Management
Kansas
$230K 5,556 +5,556 New
BlackRock
19
BlackRock
New York
$129K 3,132 – –
ACA
20
Aptus Capital Advisors
Alabama
$71K 1,718 -81 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$60.4K 1,613 +1,613 New
Raymond James Financial
22
Raymond James Financial
Florida
$47.8K 1,157 +1,157 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32K 775 -200 -21%
Wells Fargo
24
Wells Fargo
California
$27.6K 668 +582 +677%
T
25
Transce3nd
Texas
$18.3K 443 +443 New
1
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