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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

55 hedge funds and large institutions have $200M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GDP
Great Diamond Partners
Maine
+$8.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.38M
3
AWM
AE Wealth Management
Kansas
+$2.85M
4
FEG
Financial Enhancement Group
Indiana
+$2.25M
5
SEIA
Signature Estate & Investment Advisors
California
+$2.02M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$16.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.39M
3
SPC
Sigma Planning Corp
Michigan
-$2.25M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
5
TC
TownSquare Capital
Utah
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Andina Capital Management
Utah
$816K -$138K -6,666 -14%
BIG
27
Brookwood Investment Group
Arizona
$797K +$797K +38,608 New
FPGK
28
Financial Partners Group (Kansas)
Kansas
$713K +$713K +34,532 New
KLCM
29
KG&L Capital Management
Louisiana
$658K +$326K +15,818 +98%
BW
30
Balance Wealth
Ohio
$652K +$196K +9,484 +43%
AWS
31
Aspen Wealth Strategies
Colorado
$621K -$341K -16,540 -35%
WAM
32
Worth Asset Management
Texas
$575K -$187K -9,068 -25%
LWMI
33
Legacy Wealth Management (Idaho)
Idaho
$559K -$49.5K -2,397 -8%
LIS
34
Legacy Investment Solutions
Idaho
$559K +$559K +27,091 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$518K -$148K -7,159 -22%
LAM
36
L2 Asset Management
Massachusetts
$503K +$503K +24,366 New
GWS
37
Greykasell Wealth Strategies
California
$383K +$7.25K +351 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$360K +$20.6K +1,000 +6%
PCIA
39
Prime Capital Investment Advisors
Kansas
$355K -$16.8M -812,729 -98%
M1FG
40
Mach-1 Financial Group
Arkansas
$353K +$353K +17,121 New
BRG
41
Bay Rivers Group
Virginia
$349K +$41.4K +2,008 +13%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$310K +$310K +15,008 New
EWM
43
Evolution Wealth Management
Florida
$288K +$288K +13,977 New
NA
44
NewEdge Advisors
Louisiana
$258K -$708K -34,283 -73%
AWS
45
Atria Wealth Solutions
New York
$251K +$27.9K +1,354 +13%
FA
46
Fiduciary Alliance
South Carolina
$249K – – –
ASN
47
Advisory Services Network
Georgia
$243K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$229K -$5.39M -260,949 -96%
NWM
49
Napa Wealth Management
California
$209K -$534K -25,885 -72%
ACA
50
Aptus Capital Advisors
Alabama
$113K +$26.3K +1,276 +30%
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