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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

18 hedge funds and large institutions have $42.1M invested in Simplify US Equity PLUS Convexity ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
3
Reduced
8
Closed
4
Calls
$57K
Puts
$95K
Net Calls
-$38K
Net Calls Change
-$50K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.4M
2
OMC
2
Old Mission Capital
Illinois
$698K
3
Jane Street
3
Jane Street
New York
$661K
4
TC
4
TownSquare Capital
Utah
$316K
5
BW
5
Bison Wealth
Georgia
$580K

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$8.73M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$15M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$7.85M
5
TWM
5
Tradition Wealth Management
Minnesota
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$15M -$2.49M -85,473 -14%
FEG
2
Financial Enhancement Group
Indiana
$8.73M -$7.99M -269,969 -48%
IWC
3
Integrated Wealth Concepts
Massachusetts
$7.85M -$987K -33,901 -11%
TWM
4
Tradition Wealth Management
Minnesota
$5.35M -$939K -34,370 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.4M +$1.4M +47,950 New
OMC
6
Old Mission Capital
Illinois
$698K +$698K +23,985 New
Jane Street
7
Jane Street
New York
$661K +$661K +22,729 New
BW
8
Bison Wealth
Georgia
$580K +$30.6K +1,052 +6%
PFS
9
Prospera Financial Services
Texas
$555K -$70.3K -2,417 -11%
GS
10
GTS Securities
New York
$346K +$346K +11,896 New
IA
11
IFP Advisors
Florida
$320K -$491K -16,888 -61%
TC
12
TownSquare Capital
Utah
$316K +$316K +10,853 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$211K -$563K -19,347 -73%
Osaic Holdings
14
Osaic Holdings
Arizona
$110K +$9.08K +312 +9%
UBS Group
15
UBS Group
Switzerland
$6.14K -$14.4K -494 -70%
Morgan Stanley
16
Morgan Stanley
New York
$4.45K +$87 +3 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$291 +$291 +10 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$58 +$58 +2 New
KCM
19
Kathmere Capital Management
Pennsylvania
– -$1.1M -40,832 Closed
Truist Financial
20
Truist Financial
North Carolina
– -$716K -26,605 Closed
Wolverine Trading
21
Wolverine Trading
Illinois
– -$519K -19,560 Closed
PA
22
Parallel Advisors
California
– -$6.73K -250 Closed