Simplify US Equity PLUS Convexity ETF
SPYC
14 hedge funds and large institutions have $52.5M invested in Simplify US Equity PLUS Convexity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
16,386% more call options, than puts
Call options by funds: $36.8M | Put options by funds: $223K
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0.96% more ownership
Funds ownership: 74.94% → 75.91% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 15 → 14 (-1)
33% less capital inflows, than outflows
Capital inflows: $3.05M | Capital outflows: $4.53M
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.98M |
| 2 |
Austin Wealth Management
Austin,
Texas
|
+$469K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$285K |
| 4 |
Financial Enhancement Group
Anderson,
Indiana
|
+$163K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.46M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$1.09M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$761K |
| 4 |
TownSquare Capital
Provo,
Utah
|
-$481K |
| 5 |
Tradition Wealth Management
Edina,
Minnesota
|
-$388K |
SPYC Hedge Fund Activity: Q4 2023 in Review
14 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q4 2023, worth a combined $52.5M — up 7.3% from $49M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPYC and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.98M. The largest seller was Integrated Wealth Concepts, cutting an estimated $1.46M.
- 14 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q4 2023, down from 15 in Q3 2023.
- Funds reported $52.5M of Simplify US Equity PLUS Convexity ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
- 2 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $1.98M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q4 2023 was Integrated Wealth Concepts, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2023.