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Simplify US Equity PLUS Convexity ETF
SPYC

Overview Fund Activity

33 hedge funds and large institutions have $68.5M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+15
Holders Change %
+83.33%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
6
Reduced
8
Closed
1
Calls
$5.2M
Puts
$1.67M
Net Calls
+$3.53M
Net Calls Change
+$4.16M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$4.82M
2
AWM
Austin Wealth Management
Texas
$33.5M
3
LAS
Lloyd Advisory Services
Georgia
$1.61M
4
BOSSRA
B.O.S.S. Retirement Advisors
Utah
$929K
5
E
EntreWealth
Texas
$8.2M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$902K
2
IWC
Integrated Wealth Concepts
Massachusetts
$9.5M
3
OMC
Old Mission Capital
Illinois
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.57M
5
IA
IFP Advisors
Florida
$1.45K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Austin Wealth Management
Texas
$33.5M +$3.89M +95,713 +13%
IWC
2
Integrated Wealth Concepts
Massachusetts
$9.5M -$700K -16,943 -7%
E
3
EntreWealth
Texas
$8.2M +$646K +15,632 +9%
AWM
4
AE Wealth Management
Kansas
$4.82M +$4.82M +116,592 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.57M -$119K -2,884 -3%
LAS
6
Lloyd Advisory Services
Georgia
$1.61M +$1.61M +38,978 New
FEG
7
Financial Enhancement Group
Indiana
$1.39M -$68.1K -1,660 -5%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$929K +$929K +22,486 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$902K -$1.75M -42,248 -66%
Citadel Advisors
10
Citadel Advisors
Florida
$643K +$242K +5,856 +60%
FA
11
Fiduciary Alliance
South Carolina
$569K -$21.9K -529 -4%
LPL Financial
12
LPL Financial
California
$507K +$139K +3,355 +38%
HBS
13
Howard Bailey Securities
Indiana
$422K +$422K +10,201 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$303K +$10.5K +254 +4%
EWM
15
Evolution Wealth Management
Florida
$280K +$280K +6,782 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$242K +$242K +5,852 New
LI
17
LifeWealth Investments
Florida
$237K +$237K +5,744 New
AAS
18
Avantax Advisory Services
Texas
$230K +$230K +5,572 New
MWM
19
Modern Wealth Management
Kansas
$230K +$230K +5,556 New
BlackRock
20
BlackRock
New York
$129K – – –
ACA
21
Aptus Capital Advisors
Alabama
$71K -$3.35K -81 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$60.4K +$60.4K +1,613 New
Raymond James Financial
23
Raymond James Financial
Florida
$47.8K +$47.8K +1,157 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K -$8.26K -200 -21%
Wells Fargo
25
Wells Fargo
California
$27.6K +$24K +582 +677%
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