Simplify US Equity PLUS Convexity ETF
SPYC
22 hedge funds and large institutions have $52.8M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
10% more funds holding
Funds holding: 20 → 22 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $59.6M → $52.8M (-$6.77M)
13.04% less ownership
Funds ownership: 67.05% → 54.01% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$966K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$770K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$699K |
| 4 |
Goldman Sachs
New York
|
+$594K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.15M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$487K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$371K |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$149K |
| 5 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$36.4K |
SPYC Hedge Fund Activity: Q3 2021 in Review
22 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q3 2021, worth a combined $52.8M — down 11% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPYC positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Kathmere Capital Management, adding an estimated $966K. The largest seller was Brinker Capital Investments, cutting an estimated $9.15M.
- 22 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q3 2021, up from 20 in Q2 2021.
- Funds reported $52.8M of Simplify US Equity PLUS Convexity ETF stock for Q3 2021, down 11% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q3 2021 was Kathmere Capital Management, an estimated $966K added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $9.15M sold.
Based on aggregated 13F filings for Q3 2021.