Simplify US Equity PLUS Convexity ETF
SPYC
33 hedge funds and large institutions have $68.8M 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.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
211% more call options, than puts
Call options by funds: $5.2M | Put options by funds: $1.67M
83% more funds holding
Funds holding: 18 → 33 (+15)
37% more capital invested
Capital invested by funds: $50.4M → $68.8M (+$18.5M)
7.48% more ownership
Funds ownership: 75.4% → 82.88% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.41M |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$3.62M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.47M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$850K |
| 5 |
E
EntreWealth
Austin,
Texas
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.6M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$641K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$277K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$109K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$63.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
26
Transce3nd
Kyle,
Texas
| $18.3K | +$16.8K | +443 | New |
|
|
PSFG
27
Park Square Financial Group
Roswell,
Georgia
| $8.55K | +$7.83K | +207 | New |
|
28
Morgan Stanley
New York
| $6.27K | – | – | – |
|
|
DRP
29
Decker Retirement Planning
Levi,
Utah
| $3.06K | +$2.8K | +74 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $1.45K | -$63.3K | -1,675 | -98% |
|
|
RWPA
31
Richard W. Paul & Associates
Novi,
Michigan
| $911 | +$832 | +22 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $828 | +$756 | +20 | New |
|
|
PA
33
Pineridge Advisors
St. Charles,
Missouri
| $290 | +$265 | +7 | New |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$277K | -8,031 | Closed |
|
SPYC Hedge Fund Activity: Q2 2025 in Review
33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q2 2025, worth a combined $68.8M — up 37% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SPYC positions and 1 closed out — a net gain of 16 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.41M. The largest seller was Mercer Global Advisors, cutting an estimated $1.6M.
- 33 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q2 2025, up from 18 in Q1 2025.
- Funds reported $68.8M of Simplify US Equity PLUS Convexity ETF stock for Q2 2025, up 37% quarter-over-quarter.
- 17 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q2 2025 and 1 closed out, a net change of +16 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q2 2025 was AE Wealth Management, an estimated $4.41M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2025.