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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

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.

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$67M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$7.21M
3
PFS
3
Prospera Financial Services
Texas
$2.38M
4
TWM
4
Tradition Wealth Management
Minnesota
$2.13M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.09M

Top Sellers

1
IA
1
IFP Advisors
Florida
$830K
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
Jane Street
3
Jane Street
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$599K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$67M +$14.3M +502,033 +27%
KCM
2
Kathmere Capital Management
Pennsylvania
$7.21M +$7.21M +253,744 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.09M +$1.18M +41,384 +24%
PFS
4
Prospera Financial Services
Texas
$2.38M +$2.38M +83,640 New
TWM
5
Tradition Wealth Management
Minnesota
$2.13M +$2.13M +75,062 New
FA
6
Fagan Associates
New York
$1.61M +$903K +31,769 +128%
IA
7
IFP Advisors
Florida
$830K -$674K -23,783 -45%
Osaic Holdings
8
Osaic Holdings
Arizona
$599K -$33.8K -1,190 -5%
BCWM
9
Bartlett & Co Wealth Management
Ohio
$65.1K +$65.1K +2,290 New
BC
10
Bartlett & Co
Ohio
$65K +$65K +2,290 New
CFA
11
Carroll Financial Associates
North Carolina
$17K – – –
SCA
12
Stonebridge Capital Advisors
Minnesota
$14K +$14K +503 New
Morgan Stanley
13
Morgan Stanley
New York
$6K +$6K +200 New
BFC
14
Bedel Financial Consulting
Indiana
$5K – – –
BW
15
Bison Wealth
Georgia
$2K +$2K +70 New
LS
16
Leelyn Smith
Illinois
$2K +$2K +72 New
CWA
17
Clearview Wealth Advisors
Oregon
$1K – – –
Wolverine Trading
18
Wolverine Trading
Illinois
– -$604K -22,503 Closed
Jane Street
19
Jane Street
New York
– -$234K -8,668 Closed