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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

31 hedge funds and large institutions have $176M invested in Simplify Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
16
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Simplify Asset Management
Nevada
$113M
2
LPL Financial
2
LPL Financial
California
$10.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$13.7M
4
NL
4
NWAM LLC
Washington
$2.18M
5
SWM
5
SFG Wealth Management
Maryland
$1.63M

Top Sellers

1
PEA
1
Park Edge Advisors
Ohio
$3.5M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
SPC
4
Sigma Planning Corp
Michigan
$203K
5
ACA
5
Aptus Capital Advisors
Alabama
$180K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$386K +$386K +17,799 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$321K +$37.4K +1,724 +13%
SPC
28
Sigma Planning Corp
Michigan
$203K -$52.1K -2,400 -20%
ACA
29
Aptus Capital Advisors
Alabama
$180K -$46.3K -2,132 -20%
IAIM
30
International Assets Investment Management
Florida
$3.47K +$3.31K +71,834 +2,073%
Morgan Stanley
31
Morgan Stanley
New York
$67 +$22 +1 +50%
OMC
32
Old Mission Capital
Illinois
– -$1.33M -64,077 Closed
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
– -$336K -16,183 Closed
1
2