AGGH stock icon

Simplify Aggregate Bond ETF
AGGH

$21.02
0.14%

Market Cap: 215M

0
Funds holding %
of 6,702 funds
–
Analysts bullish %
–
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

111% more funds holding

Funds holding: 9 [Q4 2023] → 19 (+10) [Q1 2024]

15% more capital invested

Capital invested by funds: $125M [Q4 2023] → $143M (+$18.7M) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]

10.65% less ownership

Funds ownership: 87.07% [Q4 2023] → 76.42% (-10.65%) [Q1 2024]

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Research analyst outlook

We haven’t received any recent analyst ratings for AGGH.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
2 months ago
AGGH: Buy This Bump In The Road
AGGH has outperformed AGG since the fund launched in 2022. The fund is actively managed and uses several strategies to boost performance. However, it dropped sharply in April. This article looks at why it may be a buying opportunity.
AGGH: Buy This Bump In The Road
Neutral
Seeking Alpha
6 months ago
AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
Simplify Aggregate Bond ETF is an actively managed investment-grade bond ETF. AGGH uses derivatives and leverage and has a high turnover. An overview of the fund follows.
AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
Positive
Seeking Alpha
6 months ago
AGGH: An Interesting Hedged Core Bond Fund
Simplify Aggregate Bond ETF offers bond exposure with reduced risk through hedging mechanisms and active management. The AGGH ETF's portfolio includes bond ETFs, hedging mechanisms such as covered calls and protective puts, and credit default swaps. AGGH has outperformed its benchmark and offers a high distribution yield, but its complexity and high portfolio turnover may not appeal to all investors.
AGGH: An Interesting Hedged Core Bond Fund
Neutral
Business Wire
7 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Simplify Provides Estimated Capital Gain Distribution Information for 2023
See News Rankings