Simplify US Equity PLUS Convexity ETF
SPYC
31 hedge funds and large institutions have $80.2M invested in Simplify US Equity PLUS Convexity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $68.6M → $80.2M (+$11.6M)
2.67% more ownership
Funds ownership: 82.6% → 85.27% (+2.7%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
6% less funds holding
Funds holding: 33 → 31 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $23.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.07M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$2.63M |
| 3 |
AWM
Austin Wealth Management
Austin,
Texas
|
+$1.26M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$855K |
| 5 |
E
EntreWealth
Austin,
Texas
|
+$838K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$594K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$203K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$112K |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$83.8K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$47.8K |
SPYC Hedge Fund Activity: Q3 2025 in Review
31 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS Convexity ETF (SPYC) for Q3 2025, worth a combined $80.2M — up 17% from $68.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SPYC and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $3.07M. The largest seller was Commonwealth Equity Services, cutting an estimated $594K.
- 31 institutional investors held Simplify US Equity PLUS Convexity ETF (SPYC) as of Q3 2025, down from 33 in Q2 2025.
- Funds reported $80.2M of Simplify US Equity PLUS Convexity ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS Convexity ETF positions in Q3 2025 and 5 closed out, a net change of -1 holder.
- The largest Simplify US Equity PLUS Convexity ETF buyer in Q3 2025 was LPL Financial, an estimated $3.07M added.
- The largest Simplify US Equity PLUS Convexity ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $594K sold.
Based on aggregated 13F filings for Q3 2025.