Simplify US Equity PLUS Convexity ETF
SPYC
18 hedge funds and large institutions have $50.4M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.73% less ownership
Funds ownership: 80.14% → 75.4% (-4.7%)
10% less funds holding
Funds holding: 20 → 18 (-2)
17% less capital invested
Capital invested by funds: $60.7M → $50.4M (-$10.3M)
27% less call options, than puts
Call options by funds: $1.68M | Put options by funds: $2.31M
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.39M |
| 2 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$2.23M |
| 3 |
E
EntreWealth
Austin,
Texas
|
+$634K |
| 4 |
LPL Financial
San Diego,
California
|
+$332K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$8.78M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.02M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$707K |
| 4 |
Jane Street
New York
|
-$411K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$342K |
SPYC Hedge Fund Activity: Q1 2025 in Review
18 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q1 2025, worth a combined $50.4M — down 17% from $60.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYC and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.39M. The largest seller was Financial Enhancement Group, cutting an estimated $8.78M.
- 18 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q1 2025, down from 20 in Q4 2024.
- Funds reported $50.4M of Simplify US Equity PLUS Convexity ETF stock for Q1 2025, down 17% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q1 2025 and 5 closed out, a net change of -2 holders.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $2.39M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q1 2025 was Financial Enhancement Group, an estimated $8.78M sold.
Based on aggregated 13F filings for Q1 2025.