Simplify Aggregate Bond ETF
AGGH
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.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
48% more funds holding
Funds holding: 21 → 31 (+10)
24% more capital invested
Capital invested by funds: $143M → $176M (+$33.6M)
1.07% more ownership
Funds ownership: 68.64% → 69.71% (+1.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$6.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.75M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.32M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$2.15M |
| 5 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$1.41M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.33M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$336K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$51.5K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$45.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAN
26
Integrated Advisors Network
Dallas,
Texas
| $386K | +$382K | +17,799 | New |
|
|
IWC
27
Integrated Wealth Concepts
Waltham,
Massachusetts
| $321K | +$37K | +1,724 | +13% |
|
|
SPC
28
Sigma Planning Corp
Ann Arbor,
Michigan
| $203K | -$51.5K | -2,400 | -20% |
|
|
ACA
29
Aptus Capital Advisors
Fairhope,
Alabama
| $180K | -$45.7K | -2,132 | -20% |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| $3.47K | +$1.54M | +71,834 | +2,073% |
|
31
Morgan Stanley
New York
| $67 | +$21 | +1 | +50% |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$1.33M | -64,077 | Closed |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$336K | -16,183 | Closed |
|
AGGH Hedge Fund Activity: Q3 2024 in Review
31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q3 2024, worth a combined $176M — up 24% from $143M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AGGH positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $6.36M. The largest seller was Park Edge Advisors, cutting an estimated $1.41M.
- 31 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q3 2024, up from 21 in Q2 2024.
- Funds reported $176M of Simplify Aggregate Bond ETF stock for Q3 2024, up 24% quarter-over-quarter.
- 12 funds opened new Simplify Aggregate Bond ETF positions in Q3 2024 and 2 closed out, a net change of +10 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q3 2024 was Simplify Asset Management, an estimated $6.36M added.
- The largest Simplify Aggregate Bond ETF seller in Q3 2024 was Park Edge Advisors, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2024.