Simplify US Equity PLUS Convexity ETF
SPYC
15 hedge funds and large institutions have $49M invested in Simplify US Equity PLUS Convexity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.
22% more call options, than puts
Call options by funds: $205K | Put options by funds: $168K
17.46% more ownership
Funds ownership: 57.48% → 74.94% (+17%)
16% more capital invested
Capital invested by funds: $42.1M → $49M (+$6.87M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
17% less funds holding
Funds holding: 18 → 15 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.27M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$825K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$442K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$187K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$5.12M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.37M |
| 3 |
Jane Street
New York
|
-$661K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$346K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$247K |
SPYC Hedge Fund Activity: Q3 2023 in Review
15 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q3 2023, worth a combined $49M — up 16% from $42.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYC and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.27M. The largest seller was Tradition Wealth Management, cutting an estimated $5.12M.
- 15 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q3 2023, down from 18 in Q2 2023.
- Funds reported $49M of Simplify US Equity PLUS Convexity ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 2 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $1.27M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q3 2023 was Tradition Wealth Management, an estimated $5.12M sold.
Based on aggregated 13F filings for Q3 2023.