Simplify US Equity PLUS GBTC ETF
SPBC
16 hedge funds and large institutions have $16.2M invested in Simplify US Equity PLUS GBTC ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
33% more funds holding
Funds holding: 12 → 16 (+4)
15% more capital invested
Capital invested by funds: $14M → $16.2M (+$2.14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.08% less ownership
Funds ownership: 75.44% → 74.35% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$992K |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$812K |
| 3 |
LPL Financial
San Diego,
California
|
+$539K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$469K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.56M |
| 2 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$368K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$768 |
| 4 |
TC
Truvestments Capital
Sarasota,
Florida
|
-$572 |
SPBC Hedge Fund Activity: Q2 2024 in Review
16 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q2 2024, worth a combined $16.2M — up 15% from $14M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPBC positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was SFG Wealth Management, adding an estimated $992K. The largest seller was Private Advisor Group, cutting an estimated $1.56M.
- 16 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $16.2M of Simplify US Equity PLUS GBTC ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 5 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q2 2024 was SFG Wealth Management, an estimated $992K added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q2 2024 was Private Advisor Group, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2024.