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Simplify Aggregate Bond ETF

56 hedge funds and large institutions have $231M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$873K
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$818K
ACM
28
Andina Capital Management
Utah
$816K
BIG
29
Brookwood Investment Group
Arizona
$797K
FPGK
30
Financial Partners Group (Kansas)
Kansas
$713K
KLCM
31
KG&L Capital Management
Louisiana
$658K
BW
32
Balance Wealth
Ohio
$652K
AWS
33
Aspen Wealth Strategies
Colorado
$621K
WAM
34
Worth Asset Management
Texas
$575K
LWMI
35
Legacy Wealth Management (Idaho)
Idaho
$559K
LIS
36
Legacy Investment Solutions
Idaho
$559K
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$518K
LAM
38
L2 Asset Management
Massachusetts
$503K
GWS
39
Greykasell Wealth Strategies
California
$383K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$360K
PCIA
41
Prime Capital Investment Advisors
Kansas
$355K
M1FG
42
Mach-1 Financial Group
Arkansas
$353K
BRG
43
Bay Rivers Group
Virginia
$349K
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$310K
EWM
45
Evolution Wealth Management
Florida
$288K
NA
46
NewEdge Advisors
Louisiana
$258K
AWS
47
Atria Wealth Solutions
New York
$251K
FA
48
Fiduciary Alliance
South Carolina
$249K
ASN
49
Advisory Services Network
Georgia
$243K
NWM
50
Napa Wealth Management
California
$209K