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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

49 hedge funds and large institutions have $211M invested in Simplify Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
12
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$17.6M
2
BWS
Buck Wealth Strategies
Colorado
+$6.26M
3
FEG
Financial Enhancement Group
Indiana
+$3.36M
4
EFG
Ethos Financial Group
Pennsylvania
+$2.99M
5
OAS
Optivise Advisory Services
Tennessee
+$2.23M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
2
PEA
Park Edge Advisors
Ohio
-$2.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$790K
4
OMC
Old Mission Capital
Illinois
-$727K
5
SMM
Stadion Money Management
Georgia
-$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Andina Capital Management
Utah
$977K -$166K -7,829 -14%
CW
27
CreativeOne Wealth
Kansas
$916K +$145K +6,834 +19%
WAM
28
Worth Asset Management
Texas
$781K +$781K +36,912 New
NWM
29
Napa Wealth Management
California
$762K -$227K -10,738 -23%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$683K +$312K +14,775 +84%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$645K +$645K +30,489 New
LWMI
32
Legacy Wealth Management (Idaho)
Idaho
$624K -$184K -8,683 -23%
Jane Street
33
Jane Street
New York
$541K -$574K -27,133 -51%
PWM
34
Prosperity Wealth Management
California
$515K +$74.6K +3,526 +17%
PS
35
Principal Securities
Iowa
$515K – – –
BW
36
Balance Wealth
Ohio
$468K +$468K +22,108 New
GWS
37
Greykasell Wealth Strategies
California
$385K +$385K +18,190 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$348K +$348K +16,450 New
KLCM
39
KG&L Capital Management
Louisiana
$340K +$340K +16,070 New
BRG
40
Bay Rivers Group
Virginia
$315K +$12.7K +600 +4%
FA
41
Fiduciary Alliance
South Carolina
$255K +$255K +12,049 New
ASN
42
Advisory Services Network
Georgia
$253K +$253K +11,963 New
AWS
43
Atria Wealth Solutions
New York
$228K +$228K +10,796 New
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$228K +$228K +10,796 New
FFA
45
Farther Finance Advisors
California
$92K +$92K +4,349 New
ACA
46
Aptus Capital Advisors
Alabama
$89.3K -$86.9K -4,107 -49%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$41K +$41K +1,941 New
AF
48
Allworth Financial
California
$15.7K +$15.7K +769 New
Morgan Stanley
49
Morgan Stanley
New York
$11.9K – – –
OMC
50
Old Mission Capital
Illinois
– -$727K -35,255 Closed
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