Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF
MAXI
9 hedge funds and large institutions have $1.13M invested in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
57% more capital invested
Capital invested by funds: $722K → $1.13M (+$408K)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
1.63% more ownership
Funds ownership: 3.59% → 5.21% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$479K |
| 2 |
Jane Street
New York
|
+$416K |
| 3 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$37.6K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.39K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$215K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$215K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
-$2K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$639 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
1
Napa Wealth Management
Napa,
California
| $447K | +$479K | +20,222 | New |
|
|
2
Jane Street
New York
| $389K | +$416K | +17,588 | New |
|
|
CA
3
Cambridge Advisors
Omaha,
Nebraska
| $280K | +$37.6K | +1,589 | +14% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $8K | -$639 | -27 | -7% |
|
|
CJ
5
Caitlin John
Brighton,
Michigan
| $2.91K | +$805 | +34 | +56% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.39K | +101 | New |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $1.15K | +$1.23K | +52 | New |
|
8
Morgan Stanley
New York
| $47 | – | – | – |
|
|
BCI
9
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$215K | -8,540 | Closed |
|
|
OPS
10
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$215K | -8,540 | Closed |
|
|
11
Simplex Trading
Chicago,
Illinois
| – | -$2K | -92 | Closed |
|
MAXI Hedge Fund Activity: Q3 2024 in Review
9 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) for Q3 2024, worth a combined $1.13M — up 57% from $722K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MAXI positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $479K. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $215K sold.
- 9 institutional investors held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $1.13M of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF stock for Q3 2024, up 57% quarter-over-quarter.
- 4 funds opened new Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF buyer in Q3 2024 was Napa Wealth Management, an estimated $479K added.
- The largest Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF seller in Q3 2024 was Brinker Capital Investments, an estimated $215K sold.
Based on aggregated 13F filings for Q3 2024.