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Simplify Aggregate Bond ETF
AGGH

65 hedge funds and large institutions have $215M invested in Simplify Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 57 → 65 (+8)

0.32% less ownership

Funds ownership: 70.82% → 70.5% (-0.32%)

7% less capital invested

Capital invested by funds: $232M → $215M (-$17.1M)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
23
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$6.47M
2
AWM
AE Wealth Management
Kansas
+$5.94M
3
ECA
Elevated Capital Advisors
Utah
+$3.92M
4
PEA
Park Edge Advisors
Ohio
+$3.64M
5
PIS
POM Investment Strategies
North Carolina
+$3.62M

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$30.4M
2
BWS
Buck Wealth Strategies
Colorado
-$6.47M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.46M
4
LPL Financial
LPL Financial
California
-$3.78M
5
EFG
Ethos Financial Group
Pennsylvania
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Prosperity Wealth Management
California
$1.23M +$89.4K +4,342 +8%
IAN
27
Integrated Advisors Network
Texas
$1.12M +$233K +11,318 +26%
EWM
28
Evolution Wealth Management
Florida
$1.12M +$823K +40,003 +286%
GWM
29
GK Wealth Management
Nevada
$1.04M -$53.9K -2,619 -5%
OMC
30
Old Mission Capital
Illinois
$1.04M +$1.03M +50,158 New
KLCM
31
KG&L Capital Management
Louisiana
$945K +$282K +13,718 +43%
IWM
32
IHT Wealth Management
Illinois
$881K +$4.51K +219 +0.5%
SPIA
33
Steward Partners Investment Advisory
New York
$879K -$99.4K -4,828 -10%
ACM
34
Andina Capital Management
Utah
$863K +$44K +2,137 +5%
GWS
35
Greykasell Wealth Strategies
California
$799K +$413K +20,063 +108%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$796K +$80.2K +3,898 +11%
SA
37
Sanctuary Advisors
Indiana
$698K +$74.6K +3,622 +12%
BW
38
Balance Wealth
Ohio
$671K +$16.7K +811 +3%
HF
39
HRT Financial
New York
$653K +$649K +31,541 New
LWMI
40
Legacy Wealth Management (Idaho)
Idaho
$595K +$33.8K +1,640 +6%
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
$588K +$584K +28,392 New
BIG
42
Brookwood Investment Group
Arizona
$577K -$221K -10,752 -28%
WAM
43
Worth Asset Management
Texas
$520K -$56.2K -2,732 -10%
Citadel Advisors
44
Citadel Advisors
Florida
$498K +$495K +24,060 New
BFAG
45
Blackston Financial Advisory Group
Florida
$435K +$432K +20,987 New
BRG
46
Bay Rivers Group
Virginia
$393K +$42.5K +2,065 +12%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$363K -$156K -7,596 -30%
MPW
48
Magnolia Private Wealth
Pennsylvania
$360K +$358K +17,400 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$356K – – –
DRP
50
Decker Retirement Planning
Utah
$327K +$325K +15,776 New
1
2
3 4

AGGH Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q3 2025, worth a combined $215M — down 7.4% from $232M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AGGH positions and 13 closed out — a net gain of 11 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Beacon Capital Management LLC (Tennessee), opening a new position worth an estimated $6.47M. The largest seller was Simplify Asset Management, cutting an estimated $30.4M.

  • 65 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q3 2025, up from 57 in Q2 2025.
  • Funds reported $215M of Simplify Aggregate Bond ETF stock for Q3 2025, down 7.4% quarter-over-quarter.
  • 24 funds opened new Simplify Aggregate Bond ETF positions in Q3 2025 and 13 closed out, a net change of +11 holders.
  • The largest Simplify Aggregate Bond ETF buyer in Q3 2025 was Beacon Capital Management LLC (Tennessee), an estimated $6.47M added.
  • The largest Simplify Aggregate Bond ETF seller in Q3 2025 was Simplify Asset Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2025.