Simplify Stable Income ETF
BUCK
6 hedge funds and large institutions have $9.79M invested in Simplify Stable Income ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0.08% more ownership
Funds ownership: 77.91% → 77.99% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $11.3M → $9.79M (-$1.54M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$671K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$413K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$2.81M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$121K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $8.58M | +$671K | +26,745 | +8% |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $468K | -$121K | -4,821 | -21% |
|
|
3
Wolverine Trading
Chicago,
Illinois
| $413K | +$413K | +16,438 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $297K | +$297K | +11,834 | New |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $30.1K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $151 | -$1.83K | -73 | -92% |
|
|
SAM
7
Simplify Asset Management
Las Vegas,
Nevada
| – | -$2.81M | -112,062 | Closed |
|
BUCK Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q3 2023, worth a combined $9.79M — down 14% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BUCK positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Park Edge Advisors, adding an estimated $671K. The largest seller was Simplify Asset Management, exiting entirely with an estimated $2.81M sold.
- 6 institutional investors held Simplify Stable Income ETF (BUCK) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $9.79M of Simplify Stable Income ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 2 funds opened new Simplify Stable Income ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Simplify Stable Income ETF buyer in Q3 2023 was Park Edge Advisors, an estimated $671K added.
- The largest Simplify Stable Income ETF seller in Q3 2023 was Simplify Asset Management, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2023.