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Simplify Aggregate Bond ETF

89 hedge funds and large institutions have $319M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more capital invested

Capital invested by funds: $214M → $319M (+$105M)

11% more funds holding

Funds holding: 8089 (+9)

9.89% more ownership

Funds ownership: 63.96%73.85% (+9.9%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
20
Increased
43
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Worth Asset Management
Texas
$525K +$23.3K +1,124 +5%
BW
52
Balance Wealth
Ohio
$476K -$196K -9,473 -29%
MML Investors Services
53
MML Investors Services
Massachusetts
$472K +$234K +11,312 +95%
M1FG
54
Mach-1 Financial Group
Arkansas
$449K -$10K -484 -2%
CFG
55
Cooper Financial Group
California
$444K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$432K +$439K +21,199 New
AWS
57
Aspen Wealth Strategies
Colorado
$413K +$87.6K +4,236 +26%
RWM
58
Revisor Wealth Management
Ohio
$386K +$1.37K +66 +0.3%
WAM
59
WealthCare Asset Management
Missouri
$366K +$373K +18,004 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$359K -$2.3K -111 -0.6%
PCIA
61
Prime Capital Investment Advisors
Kansas
$350K
IFG
62
Independent Financial Group
California
$330K +$336K +16,220 New
ACM
63
Andina Capital Management
Utah
$323K -$381K -18,428 -54%
FIA
64
Foundations Investment Advisors
Arizona
$313K -$67.6K -3,269 -18%
PAS
65
Park Avenue Securities
New York
$311K -$3.95K -191 -1%
SAM
66
Secure Asset Management
Michigan
$301K +$306K +14,770 New
IAA
67
Independent Advisor Alliance
North Carolina
$287K +$291K +14,081 New
NA
68
NewEdge Advisors
Louisiana
$286K +$207 +10 +0.1%
FTS
69
Fifth Third Securities
Ohio
$284K +$289K +13,976 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$268K +$121K +5,837 +80%
DRP
71
Decker Retirement Planning
Utah
$248K -$16.2K -785 -6%
CF
72
Centaurus Financial
California
$240K +$244K +11,800 New
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$237K +$241K +11,634 New
AWA
74
Arkadios Wealth Advisors
Georgia
$213K +$15.5K +750 +8%
SPC
75
Sigma Planning Corp
Michigan
$206K +$8.44K +408 +4%