Simplify US Equity PLUS GBTC ETF
SPBC
20 hedge funds and large institutions have $64.4M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more funds holding
Funds holding: 18 → 20 (+2)
4% more capital invested
Capital invested by funds: $61.7M → $64.4M (+$2.73M)
0.5% more ownership
Funds ownership: 81.6% → 82.1% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.36M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$4.28M |
| 3 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$2.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$14.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.03M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$719K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$709K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$659K |
SPBC Hedge Fund Activity: Q3 2025 in Review
20 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q3 2025, worth a combined $64.4M — up 4.4% from $61.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPBC positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.36M. The largest seller was Private Advisor Group, cutting an estimated $14.5M.
- 20 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q3 2025, up from 18 in Q2 2025.
- Funds reported $64.4M of Simplify US Equity PLUS GBTC ETF stock for Q3 2025, up 4.4% quarter-over-quarter.
- 6 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q3 2025 and 4 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q3 2025 was LPL Financial, an estimated $7.36M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q3 2025 was Private Advisor Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2025.