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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Ovata Capital Management
Hong Kong
|
+$104M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.76K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$749K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$697K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
Ovata Capital Management
Hong Kong
| $106M | +$104M | +4,000,000 | New |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $1.2M | +$1.3M | +50,296 | New |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $1.2M | +$1.3M | +50,296 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $122K | +$1.76K | +68 | +1% |
|
5
JP Morgan Chase
New York
| $8K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $4K | +$1.19K | +46 | +44% |
|
|
NA
7
NewEdge Advisors
New Orleans,
Louisiana
| – | -$749K | -26,645 | Closed |
|
|
PAG
8
Private Advisor Group
Morristown,
New Jersey
| – | -$697K | -24,785 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$15K | -547 | Closed |
|
SPBC Hedge Fund Activity: Q1 2022 in Review
6 of the 6,341 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.