Simplify US Equity PLUS GBTC ETF
SPBC
11 hedge funds and large institutions have $45.5M invested in Simplify US Equity PLUS GBTC ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
38% more funds holding
Funds holding: 8 → 11 (+3)
11% more capital invested
Capital invested by funds: $41.1M → $45.5M (+$4.36M)
4.74% more ownership
Funds ownership: 93.19% → 97.93% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$235K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$51.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
Ovata Capital Management
Hong Kong
| $40.3M | – | – | – |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $2.16M | +$1.96M | +96,139 | New |
|
|
WIM
3
WealthPlan Investment Management
Omaha,
Nebraska
| $2.14M | -$47K | -2,301 | -2% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $440K | +$235K | +11,513 | +111% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $282K | +$51.6K | +2,523 | +22% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $51K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $46K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $4.87K | +$2.98K | +146 | +152% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
|
MCI
10
MRP Capital Investments
Alpharetta,
Georgia
| $604 | +$613 | +30 | New |
|
|
LIA
11
Luken Investment Analytics
Brentwood,
Tennessee
| $101 | +$102 | +5 | New |
|
SPBC Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q4 2022, worth a combined $45.5M — up 11% from $41.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPBC positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $235K. The largest seller was WealthPlan Investment Management, cutting an estimated $47K.
- 11 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q4 2022, up from 8 in Q3 2022.
- Funds reported $45.5M of Simplify US Equity PLUS GBTC ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q4 2022 was Old Mission Capital, an estimated $235K added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q4 2022 was WealthPlan Investment Management, an estimated $47K sold.
Based on aggregated 13F filings for Q4 2022.