Simplify US Equity PLUS GBTC ETF
SPBC
7 hedge funds and large institutions have $3.72M invested in Simplify US Equity PLUS GBTC ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
173% more capital invested
Capital invested by funds: $1.36M → $3.72M (+$2.36M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25.3% more ownership
Funds ownership: 31.58% → 56.88% (+25%)
17% more funds holding
Funds holding: 6 → 7 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$1.15M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$598K |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$566K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$297K |
| 5 |
TC
Truvestments Capital
Sarasota,
Florida
|
+$444 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$409K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$213K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.76K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$861 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Worth Asset Management
Dallas,
Texas
| $1.42M | +$566K | +21,684 | +77% |
|
|
SWM
2
SFG Wealth Management
Towson,
Maryland
| $1.25M | +$1.15M | +44,121 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $718K | +$598K | +22,902 | +970% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $323K | +$297K | +11,374 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.64K | -$861 | -33 | -26% |
|
|
TC
6
Truvestments Capital
Sarasota,
Florida
| $479 | +$444 | +17 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $57 | +$52 | +2 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$409K | -17,063 | Closed |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$213K | -8,900 | Closed |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | -$2.76K | -115 | Closed |
|
SPBC Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q4 2023, worth a combined $3.72M — up 173% from $1.36M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPBC positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was SFG Wealth Management, opening a new position worth an estimated $1.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $409K sold.
- 7 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $3.72M of Simplify US Equity PLUS GBTC ETF stock for Q4 2023, up 173% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q4 2023 was SFG Wealth Management, an estimated $1.15M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q4 2023 was Susquehanna International Group, an estimated $409K sold.
Based on aggregated 13F filings for Q4 2023.