We are live on
!
Find out more
Simplify US Equity PLUS Convexity ETF
SPYC
SPYC
31 hedge funds and large institutions have $80.5M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $68.8M → $80.5M (+$11.7M)
2.66% more ownership
Funds ownership: 82.88% → 85.55% (+2.7%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
6% less funds holding
Funds holding: 33 → 31 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $23.4M
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
10
Reduced
10
Closed
5
Calls
$11.6M
Puts
$23.4M
Net Calls
-$11.7M
Net Calls Change
-$15.2M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$3.07M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$2.63M |
| 3 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$1.26M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$855K |
| 5 |
E
EntreWealth
Austin,
Texas
|
+$838K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $6.47K | – | – | – |
|
|
DRP
27
Decker Retirement Planning
Levi,
Utah
| $3.19K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $1.81K | +$1.75K | +42 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $1.5K | – | – | – |
|
|
RWPA
30
Richard W. Paul & Associates
Novi,
Michigan
| $947 | – | – | – |
|
|
PA
31
Pineridge Advisors
St. Charles,
Missouri
| $301 | – | – | – |
|
32
Raymond James Financial
St Petersburg,
Florida
| – | -$47.8K | -1,157 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$27.6K | -668 | Closed |
|
|
T
34
Transce3nd
Kyle,
Texas
| – | -$18.3K | -443 | Closed |
|
|
PSFG
35
Park Square Financial Group
Roswell,
Georgia
| – | -$8.55K | -207 | Closed |
|
|
GRP
36
Global Retirement Partners
San Rafael,
California
| – | -$828 | -20 | Closed |
|