Simplify US Equity PLUS Convexity ETF
SPYC
20 hedge funds and large institutions have $59.6M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more funds holding
Funds holding: 17 → 20 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less capital invested
Capital invested by funds: $88M → $59.6M (-$28.4M)
39.69% less ownership
Funds ownership: 106.74% → 67.05% (-40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.97M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$3.95M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$812K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$772K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$44.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.42M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$162K |
| 4 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$14K |
| 5 |
Morgan Stanley
New York
|
-$1.5K |
SPYC Hedge Fund Activity: Q2 2021 in Review
20 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q2 2021, worth a combined $59.6M — down 32% from $88M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPYC positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.97M. The largest seller was Financial Enhancement Group, cutting an estimated $44.7M.
- 20 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q2 2021, up from 17 in Q1 2021.
- Funds reported $59.6M of Simplify US Equity PLUS Convexity ETF stock for Q2 2021, down 32% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $9.97M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q2 2021 was Financial Enhancement Group, an estimated $44.7M sold.
Based on aggregated 13F filings for Q2 2021.