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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$6.47M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.94M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$3.92M |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$3.64M |
| 5 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$30.4M |
| 2 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
-$6.47M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.46M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.78M |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$3.33M |
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.