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Simplify Aggregate Bond ETF

89 hedge funds and large institutions have $319M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more capital invested

Capital invested by funds: $214M → $319M (+$105M)

11% more funds holding

Funds holding: 8089 (+9)

9.89% more ownership

Funds ownership: 63.96%73.85% (+9.9%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
20
Increased
43
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.82M +$455K +21,993 +33%
Jane Street
27
Jane Street
New York
$1.67M +$1.7M +82,028 New
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52M -$736K -35,578 -32%
NL
29
NWAM LLC
Washington
$1.42M -$393 -19 -0%
AWA
30
Authentikos Wealth Advisory
California
$1.36M -$88.3K -4,266 -6%
CW
31
CreativeOne Wealth
Kansas
$1.36M -$157K -7,589 -10%
GM
32
GeoWealth Management
Illinois
$1.3M +$1.32M +64,003 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.2M +$489K +23,611 +67%
NS
34
NBC Securities
Alabama
$1.19M +$1.17M +56,480 +2,778%
SA
35
Sanctuary Advisors
Indiana
$1.13M +$444K +21,435 +63%
BFAG
36
Blackston Financial Advisory Group
Florida
$1.11M +$224K +10,808 +25%
FPGK
37
Financial Partners Group (Kansas)
Kansas
$1.11M +$160K +7,741 +17%
ASN
38
Advisory Services Network
Georgia
$1.1M +$32.5K +1,573 +3%
KLCM
39
KG&L Capital Management
Louisiana
$1.1M +$64K +3,093 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$880K -$205K -9,915 -19%
NA
41
Networth Advisors
Pennsylvania
$855K +$197K +9,528 +29%
Citadel Advisors
42
Citadel Advisors
Florida
$822K +$836K +40,410 New
GWS
43
Greykasell Wealth Strategies
California
$815K +$14.7K +711 +2%
IWM
44
IHT Wealth Management
Illinois
$732K +$234K +11,318 +46%
BRG
45
Bay Rivers Group
Virginia
$731K +$168K +8,120 +29%
IAN
46
Integrated Advisors Network
Texas
$688K -$407K -19,666 -37%
JHC
47
J. Hagan Capital
Kentucky
$625K -$1.01M -48,853 -61%
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$543K +$65.4K +3,163 +13%
WP
49
WealthPLAN Partners
Nebraska
$538K +$85.4K +4,129 +19%
WW
50
Winnow Wealth
Texas
$528K +$17K +822 +3%