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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
+$1K

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$15.9M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$8.69M
3
BW
3
Bison Wealth
Georgia
$356K
4
PFS
4
Prospera Financial Services
Texas
$750K
5
OMC
5
Old Mission Capital
Illinois
$837K

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$1.14M
2
Jane Street
2
Jane Street
New York
$0
3
TWM
3
Tradition Wealth Management
Minnesota
$5.49M
4
IA
4
IFP Advisors
Florida
$731K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$15.9M +$15M +550,134 +1,603%
IWC
2
Integrated Wealth Concepts
Massachusetts
$8.69M +$8.69M +342,638 New
TWM
3
Tradition Wealth Management
Minnesota
$5.49M -$1.32M -54,616 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.5M -$383K -15,081 -20%
Truist Financial
5
Truist Financial
North Carolina
$1.5M -$383K -15,081 -20%
KCM
6
Kathmere Capital Management
Pennsylvania
$1.14M -$3.04M -119,639 -73%
OMC
7
Old Mission Capital
Illinois
$837K +$114K +4,504 +16%
PFS
8
Prospera Financial Services
Texas
$750K +$124K +4,873 +20%
IA
9
IFP Advisors
Florida
$731K -$507K -20,416 -41%
BW
10
Bison Wealth
Georgia
$356K +$356K +13,421 New
Betterment LLC
11
Betterment LLC
New York
$254K +$31.8K +1,254 +14%
Osaic Holdings
12
Osaic Holdings
Arizona
$104K -$21.6K -844 -17%
UBS Group
13
UBS Group
Switzerland
$50.7K -$5.89K -232 -10%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$46.8K +$46.8K +1,843 New
PA
15
Parallel Advisors
California
$6.34K – – –
Morgan Stanley
16
Morgan Stanley
New York
$3.81K – – –
LS
17
Leelyn Smith
Illinois
$1.87K – – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1K +$1K +45 New
Jane Street
19
Jane Street
New York
– -$2.2M -85,077 Closed
Wolverine Trading
20
Wolverine Trading
Illinois
– -$412K -15,722 Closed