Simplify US Equity PLUS GBTC ETF
SPBC
9 hedge funds and large institutions have $6.26M invested in Simplify US Equity PLUS GBTC ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
102% more capital invested
Capital invested by funds: $3.09M → $6.26M (+$3.16M)
40.96% more ownership
Funds ownership: 48.42% → 89.38% (+41%)
29% more funds holding
Funds holding: 7 → 9 (+2)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.74M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$82.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.69K |
| 5 |
Morgan Stanley
New York
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$480K |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$290K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$74.9K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$24.2K |
| 5 |
MCI
MRP Capital Investments
Alpharetta,
Georgia
|
-$685 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.9M | +$1.71M | +73,614 | +3,345% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.87M | +$1.74M | +74,750 | New |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $1.02M | -$480K | -20,691 | -34% |
|
|
WIM
4
WealthPlan Investment Management
Omaha,
Nebraska
| $499K | -$290K | -12,488 | -38% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $490K | +$82.4K | +3,550 | +22% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $461K | -$74.9K | -3,227 | -15% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $16.1K | -$24.2K | -1,041 | -62% |
|
|
8
UBS Group
Zurich,
Switzerland
| $6.12K | +$5.69K | +245 | New |
|
|
9
Morgan Stanley
New York
| $25 | +$23 | +1 | New |
|
|
MCI
10
MRP Capital Investments
Alpharetta,
Georgia
| – | -$685 | -30 | Closed |
|
SPBC Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q2 2023, worth a combined $6.26M — up 102% from $3.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPBC positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.74M. The largest seller was WealthPLAN Partners, cutting an estimated $480K.
- 9 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $6.26M of Simplify US Equity PLUS GBTC ETF stock for Q2 2023, up 102% quarter-over-quarter.
- 3 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $1.74M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q2 2023 was WealthPLAN Partners, an estimated $480K sold.
Based on aggregated 13F filings for Q2 2023.