Simplify US Equity PLUS GBTC ETF
SPBC
4 hedge funds and large institutions have $82.1M invested in Simplify US Equity PLUS GBTC ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
93.89% more ownership
Funds ownership: 0% → 93.89% (+94%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
24% less capital invested
Capital invested by funds: $109M → $82.1M (-$26.5M)
33% less funds holding
Funds holding: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$278K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
Ovata Capital Management
Hong Kong
| $81.7M | – | – | – |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $244K | +$278K | +11,943 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $132K | +$42.5K | +1,826 | +40% |
|
4
JP Morgan Chase
New York
| $6K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$4K | -150 | Closed |
|
SPBC Hedge Fund Activity: Q2 2022 in Review
4 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q2 2022, worth a combined $82.1M — down 24% from $109M a quarter earlier.
Fund positioning in SPBC was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $278K. The largest seller was UBS Group, exiting entirely with an estimated $4K sold.
- 4 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q2 2022, down from 6 in Q1 2022.
- Funds reported $82.1M of Simplify US Equity PLUS GBTC ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 1 fund opened new Simplify US Equity PLUS GBTC ETF positions in Q2 2022 and 1 closed out, a net change of 0 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q2 2022 was Old Mission Capital, an estimated $278K added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q2 2022 was UBS Group, an estimated $4K sold.
Based on aggregated 13F filings for Q2 2022.