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Simplify US Equity PLUS Convexity ETF

14 hedge funds and large institutions have $54.2M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

33% more call options, than puts

Call options by funds: $890K | Put options by funds: $669K

18% more capital invested

Capital invested by funds: $46M → $54.2M (+$8.14M)

3.99% more ownership

Funds ownership: 68.68%72.67% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 1614 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
6
Reduced
3
Closed
4
Calls
$890K
Puts
$669K
Net Calls
+$221K
Net Calls Change
+$1.53M

SPYC Hedge Fund Activity: Q2 2024 in Review

14 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q2 2024, worth a combined $54.2M — up 18% from $46M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SPYC and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Jane Street, exiting entirely with an estimated $439K sold.

  • 14 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q2 2024, down from 16 in Q1 2024.
  • Funds reported $54.2M of Simplify US Equity PLUS Convexity ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 2 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest Simplify US Equity PLUS Convexity ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Simplify US Equity PLUS Convexity ETF seller in Q2 2024 was Jane Street, an estimated $439K sold.

Based on aggregated 13F filings for Q2 2024.