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Simplify Bitcoin Strategy PLUS Income ETF
MAXI

15 hedge funds and large institutions have $3.01M invested in Simplify Bitcoin Strategy PLUS Income ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$810K
2
+$612K
3
+$229K
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$84.8K
5
CA
Cambridge Advisors
Nebraska
+$53.7K

Top Sellers

1
-$1.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$810K
SF
2
Summit Financial
New Jersey
$612K
CA
3
Cambridge Advisors
Nebraska
$596K
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$371K
BCI
5
Brinker Capital Investments
Pennsylvania
$268K
NWM
6
Napa Wealth Management
California
$229K
Osaic Holdings
7
Osaic Holdings
Arizona
$64K
LC
8
Luminist Capital
Michigan
$42.2K
CJ
9
Caitlin John
Michigan
$7.61K
PA
10
Parallel Advisors
California
$5.12K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4K
AWM
12
AE Wealth Management
Kansas
$144
Morgan Stanley
13
Morgan Stanley
New York
$74