Simplify US Equity PLUS GBTC ETF
SPBC
18 hedge funds and large institutions have $61.7M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
219% more capital invested
Capital invested by funds: $19.4M → $61.7M (+$42.3M)
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
36.62% more ownership
Funds ownership: 44.98% → 81.6% (+37%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$27M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.86M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$3.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$752K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$374K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$192K |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$102K |
SPBC Hedge Fund Activity: Q2 2025 in Review
18 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q2 2025, worth a combined $61.7M — up 219% from $19.4M a quarter earlier.
Fund positioning in SPBC was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $27M. The largest seller was SFG Wealth Management, exiting entirely with an estimated $3.74M sold.
- 18 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $61.7M of Simplify US Equity PLUS GBTC ETF stock for Q2 2025, up 219% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q2 2025 was Private Advisor Group, an estimated $27M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q2 2025 was SFG Wealth Management, an estimated $3.74M sold.
Based on aggregated 13F filings for Q2 2025.