Simplify US Equity PLUS Convexity ETF
SPYC
17 hedge funds and large institutions have $39.7M invested in Simplify US Equity PLUS Convexity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
4.83% less ownership
Funds ownership: 70.11% → 65.28% (-4.8%)
11% less funds holding
Funds holding: 19 → 17 (-2)
38% less capital invested
Capital invested by funds: $63.7M → $39.7M (-$24M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$8.08M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.31M |
| 3 |
Jane Street
New York
|
+$422K |
| 4 |
Betterment LLC
New York
|
+$254K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$16.4M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.79M |
| 3 |
FA
Fagan Associates
Troy,
New York
|
-$2.25M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.08M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$1.03M |
SPYC Hedge Fund Activity: Q2 2022 in Review
17 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q2 2022, worth a combined $39.7M — down 38% from $63.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYC and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Tradition Wealth Management, adding an estimated $8.08M. The largest seller was Financial Enhancement Group, cutting an estimated $16.4M.
- 17 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q2 2022, down from 19 in Q1 2022.
- Funds reported $39.7M of Simplify US Equity PLUS Convexity ETF stock for Q2 2022, down 38% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q2 2022 and 5 closed out, a net change of -2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q2 2022 was Tradition Wealth Management, an estimated $8.08M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q2 2022 was Financial Enhancement Group, an estimated $16.4M sold.
Based on aggregated 13F filings for Q2 2022.