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Simplify US Equity PLUS GBTC ETF

3 hedge funds and large institutions have $104K invested in Simplify US Equity PLUS GBTC ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

64% less capital invested

Capital invested by funds: $285K → $104K (-$181K)

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$95K +$97.8K +3,700 New
JP Morgan Chase
2
JP Morgan Chase
New York
$8K
TRCT
3
Tower Research Capital (TRC)
New York
$1K +$714 +27 New
OMC
4
Old Mission Capital
Illinois
-$254K -9,997 Closed
UBS Group
5
UBS Group
Switzerland
-$23K -901 Closed

SPBC Hedge Fund Activity: Q3 2021 in Review

3 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q3 2021, worth a combined $104K — down 64% from $285K a quarter earlier.

Fund positioning in SPBC was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $97.8K. The largest seller was Old Mission Capital, exiting entirely with an estimated $254K sold.

  • 3 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $104K of Simplify US Equity PLUS GBTC ETF stock for Q3 2021, down 64% quarter-over-quarter.
  • 2 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
  • The largest Simplify US Equity PLUS GBTC ETF buyer in Q3 2021 was Osaic Holdings, an estimated $97.8K added.
  • The largest Simplify US Equity PLUS GBTC ETF seller in Q3 2021 was Old Mission Capital, an estimated $254K sold.

Based on aggregated 13F filings for Q3 2021.