Simplify Stable Income ETF
BUCK
5 hedge funds and large institutions have $11.3M invested in Simplify Stable Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17% more capital invested
Capital invested by funds: $9.71M → $11.3M (+$1.61M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.99% less ownership
Funds ownership: 80.9% → 77.91% (-3%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$1.01M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$892K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$236K |
| 2 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$69.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $7.9M | +$892K | +35,559 | +13% |
|
|
SAM
2
Simplify Asset Management
Las Vegas,
Nevada
| $2.81M | +$1.01M | +40,303 | +56% |
|
|
BRWA
3
B. Riley Wealth Advisors
Boca Raton,
Florida
| $590K | – | – | – |
|
|
TAM
4
Tucker Asset Management
Littleton,
Colorado
| $30K | -$69.2K | -2,761 | -70% |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.98K | +$1.98K | +79 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$236K | -9,441 | Closed |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$4.58K | -183 | Closed |
|
BUCK Hedge Fund Activity: Q2 2023 in Review
5 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q2 2023, worth a combined $11.3M — up 17% from $9.71M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BUCK and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Simplify Asset Management, adding an estimated $1.01M. The largest seller was Old Mission Capital, exiting entirely with an estimated $236K sold.
- 5 institutional investors held Simplify Stable Income ETF (BUCK) as of Q2 2023, down from 6 in Q1 2023.
- Funds reported $11.3M of Simplify Stable Income ETF stock for Q2 2023, up 17% quarter-over-quarter.
- 1 fund opened new Simplify Stable Income ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Simplify Stable Income ETF buyer in Q2 2023 was Simplify Asset Management, an estimated $1.01M added.
- The largest Simplify Stable Income ETF seller in Q2 2023 was Old Mission Capital, an estimated $236K sold.
Based on aggregated 13F filings for Q2 2023.