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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

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.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
6
Reduced
6
Closed
2
Calls
$519K
Puts
$1.93M
Net Calls
-$1.41M
Net Calls Change
+$399K

Top Buyers

1
AWM
1
Austin Wealth Management
Texas
$25.8M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$707K
3
FA
3
Fiduciary Alliance
South Carolina
$553K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$11.3M
5
Jane Street
5
Jane Street
New York
$411K

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$10.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.43M
3
BW
3
Bison Wealth
Georgia
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$122K
5
IA
5
IFP Advisors
Florida
$64K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Austin Wealth Management
Texas
$25.8M +$911K +23,624 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$11.3M +$470K +12,551 +4%
FEG
3
Financial Enhancement Group
Indiana
$10.1M -$10.9M -294,136 -52%
E
4
EntreWealth
Texas
$6.21M +$6.21M +165,831 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.43M -$7.36M -196,665 -68%
Wolverine Trading
6
Wolverine Trading
Illinois
$707K +$707K +18,865 New
FA
7
Fiduciary Alliance
South Carolina
$553K +$553K +14,788 New
NWMP
8
Noble Wealth Management PBC
Colorado
$550K +$550K +14,689 New
Jane Street
9
Jane Street
New York
$411K +$411K +10,992 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$380K +$147K +3,919 +63%
Citadel Advisors
11
Citadel Advisors
Florida
$357K +$1.8K +48 +0.5%
OMC
12
Old Mission Capital
Illinois
$280K +$2.06K +55 +0.7%
MWM
13
Modern Wealth Management
Kansas
$208K +$2.28K +61 +1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$122K -$11.7K -312 -9%
BlackRock
15
BlackRock
New York
$117K +$117K +3,132 New
IA
16
IFP Advisors
Florida
$64K -$9.73K -260 -13%
EF
17
Empowered Funds
Pennsylvania
$60.8K +$60.8K +1,624 New
Osaic Holdings
18
Osaic Holdings
Arizona
$60.4K -$5.43K -145 -8%
ACA
19
Aptus Capital Advisors
Alabama
$46.8K – – –
Morgan Stanley
20
Morgan Stanley
New York
$5.66K -$38 -1 -0.7%
BW
21
Bison Wealth
Georgia
– -$640K -16,942 Closed
UBS Group
22
UBS Group
Switzerland
– -$2.08K -55 Closed