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Simplify US Equity PLUS GBTC ETF
SPBC

6 hedge funds and large institutions have $1.36M invested in Simplify US Equity PLUS GBTC ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less funds holding

Funds holding: 9 → 6 (-3)

69.08% less ownership

Funds ownership: 89.38% → 20.3% (-69%)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

87% less capital inflows, than outflows

Capital inflows: $707K | Capital outflows: $5.54M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Worth Asset Management
Worth Asset Management
Texas
+$707K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.87M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.84M
3
WealthPLAN Partners
WealthPLAN Partners
Nebraska
-$1.02M
4
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
-$499K
5
Old Mission Capital
Old Mission Capital
Illinois
-$239K

SPBC Hedge Fund Activity: Q3 2023 in Review

6 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q3 2023, worth a combined $1.36M — down 78% from $6.26M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SPBC and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 0 added.

The largest buyer was Worth Asset Management, opening a new position worth an estimated $707K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.87M sold.

  • 6 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q3 2023, down from 9 in Q2 2023.
  • Funds reported $1.36M of Simplify US Equity PLUS GBTC ETF stock for Q3 2023, down 78% quarter-over-quarter.
  • 1 fund opened new Simplify US Equity PLUS GBTC ETF positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Simplify US Equity PLUS GBTC ETF buyer in Q3 2023 was Worth Asset Management, an estimated $707K added.
  • The largest Simplify US Equity PLUS GBTC ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2023.