Simplify US Equity PLUS GBTC ETF
SPBC
18 hedge funds and large institutions have $19.4M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
10% less funds holding
Funds holding: 20 → 18 (-2)
20.51% less ownership
Funds ownership: 65.49% → 44.98% (-21%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
35% less capital invested
Capital invested by funds: $29.9M → $19.4M (-$10.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.15M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$323K |
| 4 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$225K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.46M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$4.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.32M |
| 4 |
Jane Street
New York
|
-$540K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$367K |
SPBC Hedge Fund Activity: Q1 2025 in Review
18 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q1 2025, worth a combined $19.4M — down 35% from $29.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPBC and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $3.15M. The largest seller was Private Advisor Group, cutting an estimated $7.46M.
- 18 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q1 2025, down from 20 in Q4 2024.
- Funds reported $19.4M of Simplify US Equity PLUS GBTC ETF stock for Q1 2025, down 35% quarter-over-quarter.
- 2 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q1 2025 was LPL Financial, an estimated $3.15M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q1 2025 was Private Advisor Group, an estimated $7.46M sold.
Based on aggregated 13F filings for Q1 2025.