Simplify US Equity PLUS Convexity ETF
SPYC
18 hedge funds and large institutions have $37.4M invested in Simplify US Equity PLUS Convexity ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
69% more capital invested
Capital invested by funds: $22.1M → $37.4M (+$15.3M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0.7% less ownership
Funds ownership: 49.03% → 48.33% (-0.7%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$14.3M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.89M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$348K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$126K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.1M |
| 2 |
Jane Street
New York
|
-$2.2M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$1.42M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$529K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$412K |
SPYC Hedge Fund Activity: Q4 2022 in Review
18 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q4 2022, worth a combined $37.4M — up 69% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPYC positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $14.3M. The largest seller was Kathmere Capital Management, cutting an estimated $3.1M.
- 18 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $37.4M of Simplify US Equity PLUS Convexity ETF stock for Q4 2022, up 69% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q4 2022 was Financial Enhancement Group, an estimated $14.3M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q4 2022 was Kathmere Capital Management, an estimated $3.1M sold.
Based on aggregated 13F filings for Q4 2022.