Simplify US Equity PLUS Convexity ETF
SPYC
31 hedge funds and large institutions have $67.8M invested in Simplify US Equity PLUS Convexity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more funds holding
Funds holding: 28 → 31 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10.58% less ownership
Funds ownership: 86.43% → 75.85% (-11%)
18% less capital invested
Capital invested by funds: $82.6M → $67.8M (-$14.8M)
58% less call options, than puts
Call options by funds: $745K | Put options by funds: $1.79M
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.23M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$1.16M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$540K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$473K |
| 5 |
E
EntreWealth
Austin,
Texas
|
+$409K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $5.29K | +$5.24K | +125 | +1,389% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $1.67K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $1.38K | – | – | – |
|
|
HFS
29
Hantz Financial Services
Southfield,
Michigan
| $1K | +$713 | +17 | New |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $670 | +$713 | +17 | New |
|
31
Morgan Stanley
New York
| $47 | -$6.29K | -150 | -99% |
|
|
LI
32
LifeWealth Investments
Winter Garden,
Florida
| – | -$244K | -5,698 | Closed |
|
|
IWMO
33
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| – | -$206K | -4,818 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -200 | Closed |
|
SPYC Hedge Fund Activity: Q1 2026 in Review
31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q1 2026, worth a combined $67.8M — down 18% from $82.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPYC positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.23M. The largest seller was Austin Wealth Management, cutting an estimated $9.96M.
- 31 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q1 2026, up from 28 in Q4 2025.
- Funds reported $67.8M of Simplify US Equity PLUS Convexity ETF stock for Q1 2026, down 18% quarter-over-quarter.
- 6 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q1 2026 was AE Wealth Management, an estimated $2.23M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q1 2026 was Austin Wealth Management, an estimated $9.96M sold.
Based on aggregated 13F filings for Q1 2026.