Simplify US Equity PLUS GBTC ETF
SPBC
22 hedge funds and large institutions have $36.1M invested in Simplify US Equity PLUS GBTC ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more funds holding
Funds holding: 20 → 22 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
5.29% less ownership
Funds ownership: 82.1% → 76.81% (-5.3%)
95% less capital inflows, than outflows
Capital inflows: $1.59M | Capital outflows: $29.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$453K |
| 2 |
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$357K |
| 3 |
Flow Traders U.S.
New York
|
+$263K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$240K |
| 5 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$16.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.9M |
| 3 |
WJ Wealth Management
Glendale,
Arizona
|
-$1.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$524K |
| 5 |
HRT Financial
New York
|
-$352K |
SPBC Hedge Fund Activity: Q4 2025 in Review
22 of the 8,297 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q4 2025, worth a combined $36.1M — down 44% from $64.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPBC positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $453K. The largest seller was Private Advisor Group, cutting an estimated $16.6M.
- 22 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q4 2025, up from 20 in Q3 2025.
- Funds reported $36.1M of Simplify US Equity PLUS GBTC ETF stock for Q4 2025, down 44% quarter-over-quarter.
- 4 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q4 2025 was Citadel Advisors, an estimated $453K added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q4 2025 was Private Advisor Group, an estimated $16.6M sold.
Based on aggregated 13F filings for Q4 2025.