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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

16 hedge funds and large institutions have $46M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
5
Reduced
7
Closed
2
Calls
$1.75M
Puts
$3.06M
Net Calls
-$1.31M
Net Calls Change
-$37.9M

Top Buyers

1
Jane Street
1
Jane Street
New York
$445K
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$8.07M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.86M
4
AAS
4
Avantax Advisory Services
Texas
$234K
5
UBS Group
5
UBS Group
Switzerland
$202K

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$153K
2
FEG
2
Financial Enhancement Group
Indiana
$9.2M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$396K
4
TWM
4
Tradition Wealth Management
Minnesota
$0
5
BW
5
Bison Wealth
Georgia
$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Austin Wealth Management
Texas
$20.2M +$134K +3,838 +0.7%
FEG
2
Financial Enhancement Group
Indiana
$9.2M -$908K -26,897 -9%
IWC
3
Integrated Wealth Concepts
Massachusetts
$8.07M +$292K +8,340 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.86M +$243K +6,926 +4%
BW
5
Bison Wealth
Georgia
$677K -$11K -315 -2%
Jane Street
6
Jane Street
New York
$445K +$445K +12,700 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$399K +$53K +1,514 +15%
Wolverine Trading
8
Wolverine Trading
Illinois
$396K -$762K -21,763 -66%
AAS
9
Avantax Advisory Services
Texas
$234K +$234K +6,684 New
UBS Group
10
UBS Group
Switzerland
$202K +$151K +4,312 +295%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$153K -$11.7M -333,691 -99%
Osaic Holdings
12
Osaic Holdings
Arizona
$106K -$10.5K -301 -9%
IA
13
IFP Advisors
Florida
$69K -$2.98K -85 -4%
ACA
14
Aptus Capital Advisors
Alabama
$42K +$42K +1,200 New
Morgan Stanley
15
Morgan Stanley
New York
$8.32K -$8.32K -237 -50%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$70 +$70 +2 New
TWM
17
Tradition Wealth Management
Minnesota
– -$190K -6,593 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– -$9K -305 Closed