Simplify US Equity PLUS Convexity ETF
SPYC
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more funds holding
Funds holding: 14 → 16 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.24% less ownership
Funds ownership: 75.92% → 68.68% (-7.2%)
12% less capital invested
Capital invested by funds: $52.6M → $46M (-$6.52M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
43% less call options, than puts
Call options by funds: $1.75M | Put options by funds: $3.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$416K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$273K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$227K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$219K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10.9M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$880K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$712K |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$190K |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$10.3K |
SPYC Hedge Fund Activity: Q1 2024 in Review
16 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q1 2024, worth a combined $46M — down 12% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPYC positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $416K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $10.9M.
- 16 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q1 2024, up from 14 in Q4 2023.
- Funds reported $46M of Simplify US Equity PLUS Convexity ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q1 2024 was Jane Street, an estimated $416K added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q1 2024 was Carson Wealth (CWM LLC), an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2024.