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Simplify US Equity PLUS GBTC ETF
SPBC

6 hedge funds and large institutions have $109M invested in Simplify US Equity PLUS GBTC ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,691% more capital invested

Capital invested by funds: $1.6M → $109M (+$107M)

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCM
Ovata Capital Management
Hong Kong
+$104M
2
WP
WealthPLAN Partners
Nebraska
+$1.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.76K
4
UBS Group
UBS Group
Switzerland
+$1.19K

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$749K
2
PAG
Private Advisor Group
New Jersey
-$697K
3
TRCT
Tower Research Capital (TRC)
New York
-$15K

SPBC Hedge Fund Activity: Q1 2022 in Review

6 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q1 2022, worth a combined $109M — up 6,691% from $1.6M a quarter earlier.

Fund positioning in SPBC was balanced in Q1 2022: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Ovata Capital Management, opening a new position worth an estimated $104M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $749K sold.

  • 6 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $109M of Simplify US Equity PLUS GBTC ETF stock for Q1 2022, up 6,691% quarter-over-quarter.
  • 3 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q1 2022 and 3 closed out, a net change of 0 holders.
  • The largest Simplify US Equity PLUS GBTC ETF buyer in Q1 2022 was Ovata Capital Management, an estimated $104M added.
  • The largest Simplify US Equity PLUS GBTC ETF seller in Q1 2022 was NewEdge Advisors, an estimated $749K sold.

Based on aggregated 13F filings for Q1 2022.