Simplify US Equity PLUS Convexity ETF
SPYC
10 hedge funds and large institutions have $58.3M invested in Simplify US Equity PLUS Convexity ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
194,167% more capital invested
Capital invested by funds: $30K → $58.3M (+$58.3M)
900% more funds holding
Funds holding: 1 → 10 (+9)
85.53% more ownership
Funds ownership: 0.81% → 86.34% (+86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$47.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.43M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.36M |
| 4 |
FA
Fagan Associates
Troy,
New York
|
+$639K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$578K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEG
1
Financial Enhancement Group
Anderson,
Indiana
| $50.1M | +$47.6M | +1,853,626 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.66M | +$4.43M | +172,663 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.43M | +$1.36M | +53,056 | New |
|
|
FA
4
Fagan Associates
Troy,
New York
| $672K | +$639K | +24,893 | New |
|
|
5
Wolverine Trading
Chicago,
Illinois
| $604K | +$578K | +22,503 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $601K | +$541K | +21,054 | +1,733% |
|
7
Jane Street
New York
| $234K | +$223K | +8,668 | New |
|
|
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $16K | +$15.4K | +600 | New |
|
|
BFC
9
Bedel Financial Consulting
Indianapolis,
Indiana
| $5K | +$4.29K | +167 | New |
|
|
CWA
10
Clearview Wealth Advisors
Salem,
Oregon
| $1K | +$1.03K | +40 | New |
|
SPYC Hedge Fund Activity: Q4 2020 in Review
10 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q4 2020, worth a combined $58.3M — up 194,167% from $30K a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPYC positions and 0 closed out — a net gain of 9 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $47.6M.
- 10 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q4 2020, up from 1 in Q3 2020.
- Funds reported $58.3M of Simplify US Equity PLUS Convexity ETF stock for Q4 2020, up 194,167% quarter-over-quarter.
- 9 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q4 2020 and 0 closed out, a net change of +9 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q4 2020 was Financial Enhancement Group, an estimated $47.6M added.
Based on aggregated 13F filings for Q4 2020.