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Simplify US Equity PLUS GBTC ETF
SPBC

6 hedge funds and large institutions have $1.6M invested in Simplify US Equity PLUS GBTC ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,438% more capital invested

Capital invested by funds: $104K → $1.6M (+$1.5M)

100% more funds holding

Funds holding: 3 → 6 (+3)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$754K
2
PAG
Private Advisor Group
New Jersey
+$701K
3
Osaic Holdings
Osaic Holdings
Arizona
+$23.8K
4
TRCT
Tower Research Capital (TRC)
New York
+$14.7K
5
UBS Group
UBS Group
Switzerland
+$2.94K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$749K +$754K +26,645 New
PAG
2
Private Advisor Group
New Jersey
$697K +$701K +24,785 New
Osaic Holdings
3
Osaic Holdings
Arizona
$128K +$23.8K +841 +23%
TRCT
4
Tower Research Capital (TRC)
New York
$15K +$14.7K +520 +1,926%
JP Morgan Chase
5
JP Morgan Chase
New York
$8K – – –
UBS Group
6
UBS Group
Switzerland
$3K +$2.94K +104 New

SPBC Hedge Fund Activity: Q4 2021 in Review

6 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q4 2021, worth a combined $1.6M — up 1,438% from $104K a quarter earlier.

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

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $754K.

  • 6 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q4 2021, up from 3 in Q3 2021.
  • Funds reported $1.6M of Simplify US Equity PLUS GBTC ETF stock for Q4 2021, up 1,438% quarter-over-quarter.
  • 3 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q4 2021 and 0 closed out, a net change of +3 holders.
  • The largest Simplify US Equity PLUS GBTC ETF buyer in Q4 2021 was NewEdge Advisors, an estimated $754K added.

Based on aggregated 13F filings for Q4 2021.