Simplify US Equity PLUS Convexity ETF
SPYC
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
20% more funds holding
Funds holding: 15 → 18 (+3)
7.99% less ownership
Funds ownership: 65.47% → 57.48% (-8%)
16% less capital invested
Capital invested by funds: $50.3M → $42.1M (-$8.22M)
40% less call options, than puts
Call options by funds: $57K | Put options by funds: $95K
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.32M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$660K |
| 3 |
Jane Street
New York
|
+$626K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$299K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.43M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.35M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.1M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$946K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$933K |
SPYC Hedge Fund Activity: Q2 2023 in Review
18 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q2 2023, worth a combined $42.1M — down 16% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPYC positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.32M. The largest seller was Financial Enhancement Group, cutting an estimated $7.43M.
- 18 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q2 2023, up from 15 in Q1 2023.
- Funds reported $42.1M of Simplify US Equity PLUS Convexity ETF stock for Q2 2023, down 16% quarter-over-quarter.
- 7 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $1.32M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q2 2023 was Financial Enhancement Group, an estimated $7.43M sold.
Based on aggregated 13F filings for Q2 2023.