Simplify US Equity PLUS Convexity ETF
SPYC
17 hedge funds and large institutions have $88M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
70% more funds holding
Funds holding: 10 → 17 (+7)
51% more capital invested
Capital invested by funds: $58.3M → $88M (+$29.7M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.35% less ownership
Funds ownership: 86.34% → 82.99% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$14M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$7.06M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.33M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$2.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$662K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$604K |
| 3 |
Jane Street
New York
|
-$234K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.1K |
SPYC Hedge Fund Activity: Q1 2021 in Review
17 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q1 2021, worth a combined $88M — up 51% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPYC positions and 2 closed out — a net gain of 7 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $14M. The largest seller was IFP Advisors, cutting an estimated $662K.
- 17 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q1 2021, up from 10 in Q4 2020.
- Funds reported $88M of Simplify US Equity PLUS Convexity ETF stock for Q1 2021, up 51% quarter-over-quarter.
- 9 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q1 2021 and 2 closed out, a net change of +7 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q1 2021 was Financial Enhancement Group, an estimated $14M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q1 2021 was IFP Advisors, an estimated $662K sold.
Based on aggregated 13F filings for Q1 2021.