Simplify US Equity PLUS Convexity ETF
SPYC
15 hedge funds and large institutions have $50.3M invested in Simplify US Equity PLUS Convexity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 5 closing their positions.
35% more capital invested
Capital invested by funds: $37.4M → $50.3M (+$13M)
17.14% more ownership
Funds ownership: 48.33% → 65.47% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 18 → 15 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.8M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$516K |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$144K |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.03M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$853K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$853K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$837K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$511K |
SPYC Hedge Fund Activity: Q1 2023 in Review
15 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q1 2023, worth a combined $50.3M — up 35% from $37.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYC and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 2 added.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $15.8M. The largest seller was Integrated Wealth Concepts, cutting an estimated $1.03M.
- 15 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $50.3M of Simplify US Equity PLUS Convexity ETF stock for Q1 2023, up 35% quarter-over-quarter.
- 2 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $15.8M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q1 2023 was Integrated Wealth Concepts, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2023.