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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

25 hedge funds and large institutions have $178M invested in Simplify US Equity PLUS Convexity ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
1
Ovata Capital Management
Hong Kong
$113M
2
Truist Financial
2
Truist Financial
North Carolina
$2.6M
3
FEG
3
Financial Enhancement Group
Indiana
$31.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.75M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$899K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.36M
5
PFS
5
Prospera Financial Services
Texas
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1
Ovata Capital Management
Hong Kong
$113M +$113M +4,000,000 New
FEG
2
Financial Enhancement Group
Indiana
$31.5M +$1.75M +50,648 +6%
KCM
3
Kathmere Capital Management
Pennsylvania
$14.5M +$180K +5,207 +1%
TWM
4
Tradition Wealth Management
Minnesota
$3.32M +$356K +10,327 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.75M +$1.6M +46,339 +139%
PFS
6
Prospera Financial Services
Texas
$2.63M -$125K -3,610 -5%
Truist Financial
7
Truist Financial
North Carolina
$2.6M +$1.84M +53,229 +242%
FA
8
Fagan Associates
New York
$2.45M +$86.3K +2,499 +4%
IA
9
IFP Advisors
Florida
$1.83M +$85.2K +2,462 +5%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.36M -$163K -4,717 -11%
Wolverine Trading
11
Wolverine Trading
Illinois
$899K +$899K +25,929 New
FS
12
Ferguson Shapiro
Georgia
$454K +$454K +13,158 New
Osaic Holdings
13
Osaic Holdings
Arizona
$287K -$37.9K -1,100 -12%
OPS
14
Orion Portfolio Solutions
Nebraska
$242K +$242K +7,021 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$31K +$12.7K +365 +69%
UBS Group
16
UBS Group
Switzerland
$22K +$22K +632 New
CFA
17
Carroll Financial Associates
North Carolina
$20K – – –
BFC
18
Bedel Financial Consulting
Indiana
$12K +$70 +2 +0.6%
Morgan Stanley
19
Morgan Stanley
New York
$5K – – –
PA
20
Parallel Advisors
California
$5K +$5K +150 New
LS
21
Leelyn Smith
Illinois
$3K +$41 +1 +1%
DHGWA
22
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3K +101 New
BW
23
Bison Wealth
Georgia
$2K – – –
CWA
24
Clearview Wealth Advisors
Oregon
$1K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
– -$810K -26,435 Closed
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