Simplify US Equity PLUS Convexity ETF
SPYC
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
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
Holders
31
Holding in Top 10
3
Calls
$745K
Puts
$1.79M
Top Buyers
| 1 | +$2.23M | |
| 2 | +$1.16M | |
| 3 | +$540K | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$473K |
| 5 |
E
EntreWealth
Austin,
Texas
|
+$409K |
Top Sellers
| 1 | -$9.96M | |
| 2 | -$1.63M | |
| 3 | -$1.29M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$472K |
| 5 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $5.29K |
|
|||
|
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 |
|
|||
30
Osaic Holdings
Scottsdale,
Arizona
| $670 |
|
|||
31
Morgan Stanley
New York
| $47 |
|
|||
|
LI
32
LifeWealth Investments
Winter Garden,
Florida
| – |
|
|||
|
IWMO
33
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| – |
|
|||
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – |
|