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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

14 hedge funds and large institutions have $52.6M 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.

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
7
Reduced
5
Closed
3
Calls
$36.8M
Puts
$223K
Net Calls
+$36.5M
Net Calls Change
+$36.5M

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.94M
2
AWM
2
Austin Wealth Management
Texas
$18.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$305K
4
FEG
4
Financial Enhancement Group
Indiana
$9.15M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.02M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.85M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$10.4M
4
TC
4
TownSquare Capital
Utah
$0
5
TWM
5
Tradition Wealth Management
Minnesota
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Austin Wealth Management
Texas
$18.8M +$533K +16,235 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$10.4M -$813K -26,355 -7%
FEG
3
Financial Enhancement Group
Indiana
$9.15M +$172K +5,626 +2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$6.85M -$1.56M -50,601 -19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.94M +$2.12M +68,703 +75%
Wolverine Trading
6
Wolverine Trading
Illinois
$1.02M +$145K +4,701 +17%
BW
7
Bison Wealth
Georgia
$606K +$3.89K +126 +0.6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$305K +$305K +9,879 New
TWM
9
Tradition Wealth Management
Minnesota
$190K -$387K -13,416 -67%
Osaic Holdings
10
Osaic Holdings
Arizona
$103K +$370 +12 +0.4%
IA
11
IFP Advisors
Florida
$63.4K -$13.8K -447 -18%
UBS Group
12
UBS Group
Switzerland
$45.2K -$35.7K -1,158 -44%
Morgan Stanley
13
Morgan Stanley
New York
$14.6K +$7.35K +238 +101%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9K +$9K +305 New
OMC
15
Old Mission Capital
Illinois
– -$1.09M -39,182 Closed
TC
16
TownSquare Capital
Utah
– -$481K -17,278 Closed
PFS
17
Prospera Financial Services
Texas
– -$303K -10,877 Closed