Simplify US Equity PLUS GBTC ETF
SPBC
20 hedge funds and large institutions have $31.4M invested in Simplify US Equity PLUS GBTC ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.
1.51% less ownership
Funds ownership: 76.81% → 75.3% (-1.5%)
9% less funds holding
Funds holding: 22 → 20 (-2)
13% less capital invested
Capital invested by funds: $36.1M → $31.4M (-$4.64M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$5.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$570K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$446K |
| 4 |
Jane Street
New York
|
+$360K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$3.11M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.71M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.26M |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$1.21M |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$703K |
SPBC Hedge Fund Activity: Q1 2026 in Review
20 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Simplify US Equity PLUS GBTC ETF (SPBC) for Q1 2026, worth a combined $31.4M — down 13% from $36.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SPBC and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.
The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $5.59M. The largest seller was SFG Wealth Management, cutting an estimated $3.11M.
- 20 institutional investors held Simplify US Equity PLUS GBTC ETF (SPBC) as of Q1 2026, down from 22 in Q4 2025.
- Funds reported $31.4M of Simplify US Equity PLUS GBTC ETF stock for Q1 2026, down 13% quarter-over-quarter.
- 5 funds opened new Simplify US Equity PLUS GBTC ETF positions in Q1 2026 and 7 closed out, a net change of -2 holders.
- The largest Simplify US Equity PLUS GBTC ETF buyer in Q1 2026 was Professional Financial Advisors, an estimated $5.59M added.
- The largest Simplify US Equity PLUS GBTC ETF seller in Q1 2026 was SFG Wealth Management, an estimated $3.11M sold.
Based on aggregated 13F filings for Q1 2026.