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Simplify US Equity PLUS GBTC ETF
SPBC

Overview Fund Activity

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.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.99M
2
FS
2
Ferguson Shapiro
Georgia
$850K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.32M
4
Jane Street
4
Jane Street
New York
$540K
5
OMC
5
Old Mission Capital
Illinois
$832K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$9.55M
2
TCWM
2
Total Clarity Wealth Management
Illinois
$1.23M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$564K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$9.55M 247,130 -110,593 -31%
SWM
2
SFG Wealth Management
Maryland
$8.78M 227,329 +4,050 +2%
LPL Financial
3
LPL Financial
California
$3.99M 103,341 +48,026 +87%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.32M 34,116 +21,278 +166%
TCWM
5
Total Clarity Wealth Management
Illinois
$1.23M 31,925 -48,015 -60%
FS
6
Ferguson Shapiro
Georgia
$850K 22,010 +22,010 New
OMC
7
Old Mission Capital
Illinois
$832K 21,530 +13,425 +166%
WAM
8
Worth Asset Management
Texas
$653K 16,919 +7,139 +73%
Osaic Holdings
9
Osaic Holdings
Arizona
$564K 14,599 -773 -5%
Jane Street
10
Jane Street
New York
$540K 13,986 +13,986 New
Citadel Advisors
11
Citadel Advisors
Florida
$478K 12,387 +12,387 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$396K 10,258 +10,258 New
CPIG
13
Chicago Partners Investment Group
Illinois
$377K 9,682 +9,682 New
UBS Group
14
UBS Group
Switzerland
$168K 4,342 +4,309 +13,058%
NA
15
NewEdge Advisors
Louisiana
$59.3K 1,535 +1,535 New
TH
16
TCTC Holdings
Texas
$56.7K 1,467 – –
PTC
17
Private Trust Company
Ohio
$7.75K 201 +1 +0.5%
MCI
18
MRP Capital Investments
Georgia
$1.16K 30 – –
Morgan Stanley
19
Morgan Stanley
New York
$49 1 +1 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -14,271 Closed
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$0 11 -10,608 -100%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– – -551 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –