Simplify Stable Income ETF
BUCK
6 hedge funds and large institutions have $9.71M invested in Simplify Stable Income ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
562% more capital invested
Capital invested by funds: $1.47M → $9.71M (+$8.25M)
35.85% more ownership
Funds ownership: 45.05% → 80.9% (+36%)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$7.01M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$1.29M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$588K |
| 4 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$99.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$649K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$49.7K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$13K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$9.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $6.99M | +$7.01M | +279,509 | New |
|
|
SAM
2
Simplify Asset Management
Las Vegas,
Nevada
| $1.79M | +$1.29M | +51,387 | +252% |
|
|
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $587K | +$588K | +23,465 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $236K | -$9.08K | -362 | -4% |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $99K | +$99.3K | +3,959 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $4.58K | +$4.59K | +183 | New |
|
|
7
Wolverine Trading
Chicago,
Illinois
| – | -$649K | -25,908 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$49.7K | -1,986 | Closed |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| – | -$13K | -500 | Closed |
|
BUCK Hedge Fund Activity: Q1 2023 in Review
6 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q1 2023, worth a combined $9.71M — up 562% from $1.47M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BUCK positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Park Edge Advisors, opening a new position worth an estimated $7.01M. The largest seller was Wolverine Trading, exiting entirely with an estimated $649K sold.
- 6 institutional investors held Simplify Stable Income ETF (BUCK) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $9.71M of Simplify Stable Income ETF stock for Q1 2023, up 562% quarter-over-quarter.
- 4 funds opened new Simplify Stable Income ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Simplify Stable Income ETF buyer in Q1 2023 was Park Edge Advisors, an estimated $7.01M added.
- The largest Simplify Stable Income ETF seller in Q1 2023 was Wolverine Trading, an estimated $649K sold.
Based on aggregated 13F filings for Q1 2023.