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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$204K +$207K +10,025 New
PIS
77
POM Investment Strategies
North Carolina
$179K -$4.84M -233,790 -96%
JP Morgan Chase
78
JP Morgan Chase
New York
$123K +$125K +6,044 New
SC
79
Stance Capital
Massachusetts
$69.3K +$70.5K +3,407 New
IAIM
80
International Assets Investment Management
Florida
$52.1K +$83 +4 +0.2%
FFA
81
Farther Finance Advisors
California
$30.7K +$393 +19 +1%
SFG
82
Strive Financial Group
Indiana
$30K +$30.2K +1,460 New
SPIA
83
Steward Partners Investment Advisory
New York
$19.4K -$252K -12,198 -93%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$14.8K +$15K +725 New
Morgan Stanley
85
Morgan Stanley
New York
$11.5K -$21 -1 -0.2%
SIS
86
Sound Income Strategies
Florida
$8.85K -$28.9K -1,397 -76%
TCM
87
Triumph Capital Management
Colorado
$4.07K
UBS Group
88
UBS Group
Switzerland
$2.24K -$16.2K -782 -88%
POIA
89
Pin Oak Investment Advisors
Texas
$2K
EMAM
90
Encompass More Asset Management
California
-$2.84M -137,130 Closed
IC
91
IEQ Capital
California
-$1.44M -69,603 Closed
OMC
92
Old Mission Capital
Illinois
-$1.06M -51,130 Closed
GWM
93
GK Wealth Management
Nevada
-$984K -47,551 Closed
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
-$517K -24,985 Closed
MPW
95
Magnolia Private Wealth
Pennsylvania
-$360K -17,400 Closed
LAS
96
Lloyd Advisory Services
Georgia
-$336K -16,233 Closed
HF
97
HRT Financial
New York
-$257K -12,450 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$233K -11,279 Closed
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
-$14.3K -689 Closed