Simplify US Equity PLUS GBTC ETF
SPBC
SPBC
12 hedge funds and large institutions have $14M invested in Simplify US Equity PLUS GBTC ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WAM
1
Worth Asset Management
Dallas,
Texas
|
$692K |
| 2 |
2
Osaic Holdings
Scottsdale,
Arizona
|
$486K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$3.04K |
| 4 |
4
Bank of America
Charlotte,
North Carolina
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWM
1
SFG Wealth Management
Towson,
Maryland
| $6.02M | 178,089 | +133,968 | +304% |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $3.48M | 102,774 | +102,774 | New |
|
|
TCWM
3
Total Clarity Wealth Management
St. Charles,
Illinois
| $1.7M | 50,121 | +50,121 | New |
|
4
LPL Financial
San Diego,
California
| $1.19M | 35,293 | +35,293 | New |
|
|
WAM
5
Worth Asset Management
Dallas,
Texas
| $692K | 20,466 | -29,499 | -59% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $486K | 14,365 | -10,898 | -43% |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $438K | 12,939 | +1,565 | +14% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | 547 | +547 | New |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $6.76K | 200 | +200 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $3.04K | 90 | -3 | -3% |
|
|
TC
11
Truvestments Capital
Sarasota,
Florida
| $572 | 17 | – | – |
|
12
Morgan Stanley
New York
| $50 | 1 | +1 | New |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | – | -2 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|