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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

25 hedge funds and large institutions have $178M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
Ovata Capital Management
Hong Kong
$113M
2
Truist Financial
Truist Financial
North Carolina
$2.6M
3
FEG
Financial Enhancement Group
Indiana
$31.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.75M
5
Wolverine Trading
Wolverine Trading
Illinois
$899K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
OMC
Old Mission Capital
Illinois
$0
3
Goldman Sachs
Goldman Sachs
New York
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$1.36M
5
PFS
Prospera Financial Services
Texas
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
– -$742K -24,199 Closed
Goldman Sachs
27
Goldman Sachs
New York
– -$573K -18,681 Closed
BCWM
28
Bartlett & Co Wealth Management
Ohio
– -$35.1K -1,145 Closed
BC
29
Bartlett & Co
Ohio
– -$35K -1,145 Closed
1
2