Simplify US Equity PLUS GBTC ETF
SPBC
15 hedge funds and large institutions have $28.7M invested in Simplify US Equity PLUS GBTC ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
77% more capital invested
Capital invested by funds: $16.2M → $28.7M (+$12.5M)
8.75% more ownership
Funds ownership: 74.35% → 83.11% (+8.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 16 → 15 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$10.5M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$541K |
| 3 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$193K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$153K |
| 5 |
LPL Financial
San Diego,
California
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$196K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$119K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$48.9K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.4K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$689 |
SPBC Hedge Fund Activity: Q3 2024 in Review
15 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q3 2024, worth a combined $28.7M — up 77% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SPBC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.
The largest buyer was Private Advisor Group, adding an estimated $10.5M. The largest seller was Old Mission Capital, cutting an estimated $196K.
- 15 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q3 2024, down from 16 in Q2 2024.
- Funds reported $28.7M of Simplify US Equity PLUS GBTC ETF stock for Q3 2024, up 77% quarter-over-quarter.
- 1 fund opened new Simplify US Equity PLUS GBTC ETF positions in Q3 2024 and 2 closed out, a net change of -1 holder.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q3 2024 was Private Advisor Group, an estimated $10.5M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q3 2024 was Old Mission Capital, an estimated $196K sold.
Based on aggregated 13F filings for Q3 2024.