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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

33 hedge funds and large institutions have $68.5M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+15
Holders Change %
+83.33%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
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 Holding Trade Value Shares
Change 		Shares
Change %
T
26
Transce3nd
Texas
$18.3K +$18.3K +443 New
PSFG
27
Park Square Financial Group
Georgia
$8.55K +$8.55K +207 New
Morgan Stanley
28
Morgan Stanley
New York
$6.27K – – –
DRP
29
Decker Retirement Planning
Utah
$3.06K +$3.06K +74 New
IA
30
IFP Advisors
Florida
$1.45K -$69.2K -1,675 -98%
RWPA
31
Richard W. Paul & Associates
Michigan
$911 +$911 +22 New
GRP
32
Global Retirement Partners
California
$828 +$828 +20 New
PA
33
Pineridge Advisors
Missouri
$290 +$290 +7 New
OMC
34
Old Mission Capital
Illinois
– -$277K -8,031 Closed
1
2