Simplify US Equity PLUS GBTC ETF
SPBC
20 hedge funds and large institutions have $29.9M invested in Simplify US Equity PLUS GBTC ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
33% more funds holding
Funds holding: 15 → 20 (+5)
4% more capital invested
Capital invested by funds: $28.7M → $29.9M (+$1.15M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.62% less ownership
Funds ownership: 83.11% → 65.49% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.84M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$845K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$817K |
| 4 |
Jane Street
New York
|
+$537K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$516K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.25M |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$1.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$519K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$407K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.7K |
SPBC Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q4 2024, worth a combined $29.9M — up 4% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPBC positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was Private Advisor Group, cutting an estimated $4.25M.
- 20 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $29.9M of Simplify US Equity PLUS GBTC ETF stock for Q4 2024, up 4% quarter-over-quarter.
- 7 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q4 2024 was LPL Financial, an estimated $1.84M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q4 2024 was Private Advisor Group, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2024.