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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

21 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 0 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.2M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$11.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$827K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$788K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$487K

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$26.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16K
3
PFS
3
Prospera Financial Services
Texas
$2.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$26.6M -$45.6M -1,488,952 -63%
KCM
2
Kathmere Capital Management
Pennsylvania
$11.8M +$4.03M +131,355 +52%
BCI
3
Brinker Capital Investments
Pennsylvania
$10.2M +$10.2M +331,635 New
TWM
4
Tradition Wealth Management
Minnesota
$2.47M +$167K +5,462 +7%
PFS
5
Prospera Financial Services
Texas
$2.4M -$166K -5,401 -6%
FA
6
Fagan Associates
New York
$2.07M +$331K +10,795 +19%
IA
7
IFP Advisors
Florida
$1.18M +$285K +9,320 +32%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$827K +$827K +27,013 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$788K +$788K +25,703 New
Osaic Holdings
10
Osaic Holdings
Arizona
$646K – – –
Wolverine Trading
11
Wolverine Trading
Illinois
$487K +$487K +15,894 New
BCWM
12
Bartlett & Co Wealth Management
Ohio
$70.6K – – –
BC
13
Bartlett & Co
Ohio
$70K – – –
CFA
14
Carroll Financial Associates
North Carolina
$18K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16K -$6.46M -213,518 -100%
SCA
16
Stonebridge Capital Advisors
Minnesota
$14K – – –
BFC
17
Bedel Financial Consulting
Indiana
$10K +$5.05K +170 +102%
Morgan Stanley
18
Morgan Stanley
New York
$5K -$1.67K -50 -25%
BW
19
Bison Wealth
Georgia
$2K – – –
LS
20
Leelyn Smith
Illinois
$2K – – –
CWA
21
Clearview Wealth Advisors
Oregon
$1K – – –