We are live on ! Find out more
MAXI icon

Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF

3 hedge funds and large institutions have $19.2M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3.75% less ownership

Funds ownership: 90.58%86.83% (-3.7%)

15% less capital invested

Capital invested by funds: $22.6M → $19.2M (-$3.43M)

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$6.3K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Ovata Capital Management
Hong Kong
$19.2M
UBS Group
2
UBS Group
Switzerland
$5.94K +$6.3K +384 New
Morgan Stanley
3
Morgan Stanley
New York
-$18 -1 Closed

MAXI Hedge Fund Activity: Q3 2023 in Review

3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q3 2023, worth a combined $19.2M — down 15% from $22.6M a quarter earlier.

Fund positioning in MAXI was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $6.3K. The largest seller was Morgan Stanley, exiting entirely with an estimated $18 sold.

  • 3 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $19.2M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 1 fund opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q3 2023 was UBS Group, an estimated $6.3K added.
  • The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q3 2023 was Morgan Stanley, an estimated $18 sold.

Based on aggregated 13F filings for Q3 2023.