Simplify Stable Income ETF
BUCK
7 hedge funds and large institutions have $37M invested in Simplify Stable Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
278% more capital invested
Capital invested by funds: $9.79M → $37M (+$27.2M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
12.87% more ownership
Funds ownership: 77.99% → 90.86% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$26.8M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$743K |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$589K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$46.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$413K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$297K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $26.7M | +$26.8M | +1,069,370 | New |
|
|
PEA
2
Park Edge Advisors
Cleveland,
Ohio
| $9.12M | +$589K | +23,513 | +7% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $740K | +$743K | +29,638 | New |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| $335K | -$131K | -5,230 | -28% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $46.2K | +$46.4K | +1,850 | New |
|
|
TAM
6
Tucker Asset Management
Littleton,
Colorado
| $30.1K | +$200 | +8 | +0.7% |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.55K | +$3.41K | +136 | +2,267% |
|
|
8
Wolverine Trading
Chicago,
Illinois
| – | -$413K | -16,438 | Closed |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$297K | -11,834 | Closed |
|
BUCK Hedge Fund Activity: Q4 2023 in Review
7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q4 2023, worth a combined $37M — up 278% from $9.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BUCK positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Simplify Asset Management, opening a new position worth an estimated $26.8M. The largest seller was Wolverine Trading, exiting entirely with an estimated $413K sold.
- 7 institutional investors held Simplify Stable Income ETF (BUCK) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $37M of Simplify Stable Income ETF stock for Q4 2023, up 278% quarter-over-quarter.
- 3 funds opened new Simplify Stable Income ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Simplify Stable Income ETF buyer in Q4 2023 was Simplify Asset Management, an estimated $26.8M added.
- The largest Simplify Stable Income ETF seller in Q4 2023 was Wolverine Trading, an estimated $413K sold.
Based on aggregated 13F filings for Q4 2023.