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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

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.

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
2
Reduced
9
Closed
5
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$13K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16.1M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$519K
3
BW
3
Bison Wealth
Georgia
$509K
4
TWM
4
Tradition Wealth Management
Minnesota
$5.89M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$8.17M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$716K
3
Truist Financial
3
Truist Financial
North Carolina
$716K
4
OMC
4
Old Mission Capital
Illinois
$0
5
FEG
5
Financial Enhancement Group
Indiana
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$16.1M +$16.1M +600,136 New
FEG
2
Financial Enhancement Group
Indiana
$15.2M -$521K -19,384 -3%
IWC
3
Integrated Wealth Concepts
Massachusetts
$8.17M -$1.05M -38,876 -11%
TWM
4
Tradition Wealth Management
Minnesota
$5.89M +$98.5K +3,850 +2%
KCM
5
Kathmere Capital Management
Pennsylvania
$1.1M -$108K -4,023 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$716K -$870K -32,353 -55%
Truist Financial
7
Truist Financial
North Carolina
$716K -$870K -32,353 -55%
IA
8
IFP Advisors
Florida
$693K -$39K -1,569 -5%
PFS
9
Prospera Financial Services
Texas
$578K -$218K -8,107 -27%
Wolverine Trading
10
Wolverine Trading
Illinois
$519K +$519K +19,560 New
BW
11
Bison Wealth
Georgia
$509K +$147K +5,444 +41%
Osaic Holdings
12
Osaic Holdings
Arizona
$92.8K -$16.7K -619 -15%
UBS Group
13
UBS Group
Switzerland
$19K -$34.8K -1,292 -65%
PA
14
Parallel Advisors
California
$6.73K – – –
Morgan Stanley
15
Morgan Stanley
New York
$4.04K – – –
OMC
16
Old Mission Capital
Illinois
– -$837K -32,989 Closed
Betterment LLC
17
Betterment LLC
New York
– -$254K -10,017 Closed
USCWA
18
U.S. Capital Wealth Advisors
Texas
– -$46.8K -1,843 Closed
LS
19
Leelyn Smith
Illinois
– -$1.87K -74 Closed
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
– -$1K -45 Closed