Simplify US Equity PLUS Convexity ETF
SPYC
15 hedge funds and large institutions have $63.2M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
18.02% more ownership
Funds ownership: 72.67% → 90.69% (+18%)
17% more capital invested
Capital invested by funds: $54.2M → $63.2M (+$8.98M)
7% more funds holding
Funds holding: 14 → 15 (+1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
93% less call options, than puts
Call options by funds: $144K | Put options by funds: $1.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$10.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.38M |
| 3 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$1.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$348K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.11M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$866K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$243K |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$87.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$83.1K |
SPYC Hedge Fund Activity: Q3 2024 in Review
15 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q3 2024, worth a combined $63.2M — up 17% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPYC positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $10.9M. The largest seller was Old Mission Capital, cutting an estimated $1.11M.
- 15 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q3 2024, up from 14 in Q2 2024.
- Funds reported $63.2M of Simplify US Equity PLUS Convexity ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q3 2024 was Financial Enhancement Group, an estimated $10.9M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q3 2024 was Old Mission Capital, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2024.