Simplify US Equity PLUS Convexity ETF
SPYC
28 hedge funds and large institutions have $82.6M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.
243% more call options, than puts
Call options by funds: $898K | Put options by funds: $262K
3% more capital invested
Capital invested by funds: $80.5M → $82.6M (+$2.17M)
0.88% more ownership
Funds ownership: 85.55% → 86.43% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
10% less funds holding
Funds holding: 31 → 28 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.16M |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$2.15M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$578K |
| 4 |
E
EntreWealth
Austin,
Texas
|
+$393K |
| 5 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$457K |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$351K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$292K |
| 5 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $1.81K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $1.5K | – | – | – |
|
28
AssetMark Inc
Concord,
California
| $385 | +$387 | +9 | New |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$457K | -10,668 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$292K | -6,803 | Closed |
|
31
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$212K | -4,935 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$23.5K | -548 | Closed |
|
|
DRP
33
Decker Retirement Planning
Levi,
Utah
| – | -$3.19K | -74 | Closed |
|
|
RWPA
34
Richard W. Paul & Associates
Novi,
Michigan
| – | -$947 | -22 | Closed |
|
SPYC Hedge Fund Activity: Q4 2025 in Review
28 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q4 2025, worth a combined $82.6M — up 2.7% from $80.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SPYC and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.16M. The largest seller was LPL Financial, cutting an estimated $3.23M.
- 28 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q4 2025, down from 31 in Q3 2025.
- Funds reported $82.6M of Simplify US Equity PLUS Convexity ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q4 2025 and 6 closed out, a net change of -2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q4 2025 was Integrated Wealth Concepts, an estimated $3.16M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q4 2025 was LPL Financial, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2025.