Simplify US Equity PLUS Convexity ETF
SPYC
20 hedge funds and large institutions have $60.7M invested in Simplify US Equity PLUS Convexity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more funds holding
Funds holding: 15 → 20 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
4% less capital invested
Capital invested by funds: $63.2M → $60.7M (-$2.48M)
10.56% less ownership
Funds ownership: 90.69% → 80.14% (-11%)
73% less call options, than puts
Call options by funds: $519K | Put options by funds: $1.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$914K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$730K |
| 3 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
+$572K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$486K |
| 5 |
Jane Street
New York
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$11.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.61M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$640K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$10.1K |
SPYC Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q4 2024, worth a combined $60.7M — down 3.9% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPYC positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Austin Wealth Management, adding an estimated $914K. The largest seller was Financial Enhancement Group, cutting an estimated $11.4M.
- 20 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $60.7M of Simplify US Equity PLUS Convexity ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
- 7 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q4 2024 was Austin Wealth Management, an estimated $914K added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q4 2024 was Financial Enhancement Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2024.