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Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF

3 hedge funds and large institutions have $22.6M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,646,355% more capital invested

Capital invested by funds: $620 → $22.6M (+$22.6M)

200% more funds holding

Funds holding: 13 (+2)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

90.58% more ownership

Funds ownership: 0%90.58% (+91%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$620
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Ovata Capital Management
Hong Kong
$22.6M +$21.1M +1,250,000 New
Morgan Stanley
2
Morgan Stanley
New York
$18 +$17 +1 New
UBS Group
3
UBS Group
Switzerland
-$620 -36 Closed
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
+$169 +10 New

MAXI Hedge Fund Activity: Q2 2023 in Review

3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q2 2023, worth a combined $22.6M — up 3,646,355% from $620 a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MAXI positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Ovata Capital Management, opening a new position worth an estimated $21.1M. The largest seller was UBS Group, exiting entirely with an estimated $620 sold.

  • 3 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q2 2023, up from 1 in Q1 2023.
  • Funds reported $22.6M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q2 2023, up 3,646,355% quarter-over-quarter.
  • 3 funds opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q2 2023 was Ovata Capital Management, an estimated $21.1M added.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q2 2023 was UBS Group, an estimated $620 sold.

Based on aggregated 13F filings for Q2 2023.