Simplify Aggregate Bond ETF
AGGH
50 hedge funds and large institutions have $211M invested in Simplify Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
35% more funds holding
Funds holding: 37 → 50 (+13)
15% more capital invested
Capital invested by funds: $184M → $211M (+$27.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.45% less ownership
Funds ownership: 71.6% → 67.15% (-4.5%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$17.3M |
| 2 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
+$6.18M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$3.47M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.95M |
| 5 |
OAS
Optivise Advisory Services
Franklin,
Tennessee
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.9M |
| 2 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$2.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$779K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$727K |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$596K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$727K | -35,255 | Closed |
|
52
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$570K | -27,627 | Closed |
|
|
IWC
53
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$300K | -14,565 | Closed |
|
54
UBS Group
Zurich,
Switzerland
| – | -$55.1K | -2,669 | Closed |
|
|
VHAM
55
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$48.5K | -2,349 | Closed |
|
|
CAL
56
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$11K | -530 | Closed |
|
AGGH Hedge Fund Activity: Q1 2025 in Review
50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q1 2025, worth a combined $211M — up 15% from $184M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AGGH positions and 6 closed out — a net gain of 14 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $17.3M. The largest seller was Osaic Holdings, cutting an estimated $15.9M.
- 50 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q1 2025, up from 37 in Q4 2024.
- Funds reported $211M of Simplify Aggregate Bond ETF stock for Q1 2025, up 15% quarter-over-quarter.
- 20 funds opened new Simplify Aggregate Bond ETF positions in Q1 2025 and 6 closed out, a net change of +14 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $17.3M added.
- The largest Simplify Aggregate Bond ETF seller in Q1 2025 was Osaic Holdings, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2025.