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Simplify Aggregate Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
3
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
ACM
26
Andina Capital Management
Utah
$816K
BIG
27
Brookwood Investment Group
Arizona
$797K
FPGK
28
Financial Partners Group (Kansas)
Kansas
$713K
KLCM
29
KG&L Capital Management
Louisiana
$658K
BW
30
Balance Wealth
Ohio
$652K
AWS
31
Aspen Wealth Strategies
Colorado
$621K
WAM
32
Worth Asset Management
Texas
$575K
LWMI
33
Legacy Wealth Management (Idaho)
Idaho
$559K
LIS
34
Legacy Investment Solutions
Idaho
$559K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$518K
LAM
36
L2 Asset Management
Massachusetts
$503K
GWS
37
Greykasell Wealth Strategies
California
$383K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$360K
PCIA
39
Prime Capital Investment Advisors
Kansas
$355K
M1FG
40
Mach-1 Financial Group
Arkansas
$353K
BRG
41
Bay Rivers Group
Virginia
$349K
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$310K
EWM
43
Evolution Wealth Management
Florida
$288K
NA
44
NewEdge Advisors
Louisiana
$258K
AWS
45
Atria Wealth Solutions
New York
$251K
FA
46
Fiduciary Alliance
South Carolina
$249K
ASN
47
Advisory Services Network
Georgia
$243K
Osaic Holdings
48
Osaic Holdings
Arizona
$229K
NWM
49
Napa Wealth Management
California
$209K
ACA
50
Aptus Capital Advisors
Alabama
$113K