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Simplify Aggregate Bond ETF
AGGH

80 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

23% more funds holding

Funds holding: 65 → 80 (+15)

1% less capital invested

Capital invested by funds: $215M → $214M (-$1.18M)

6.54% less ownership

Funds ownership: 70.5% → 63.96% (-6.5%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
33
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.9M
2
AWM
AE Wealth Management
Kansas
+$5.8M
3
WIM
WealthPlan Investment Management
Nebraska
+$5.38M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$3.69M
5
BCI
Brinker Capital Investments
Pennsylvania
+$2.75M

Top Sellers

1
SAM
Simplify Asset Management
Nevada
-$38.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$7.32M
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.24M
4
JHC
J. Hagan Capital
Kentucky
-$3.94M
5
Jane Street
Jane Street
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$18.5K +$18.6K +892 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$14.3K +$14.3K +689 New
Morgan Stanley
78
Morgan Stanley
New York
$11.7K +$21 +1 +0.2%
TCM
79
Triumph Capital Management
Colorado
$4.14K +$4.16K +200 New
POIA
80
Pin Oak Investment Advisors
Texas
$2K +$2.08K +100 New
Jane Street
81
Jane Street
New York
– -$1.7M -81,934 Closed
Citadel Advisors
82
Citadel Advisors
Florida
– -$498K -24,060 Closed
TSS
83
Two Sigma Securities
New York
– -$263K -12,702 Closed
Goldman Sachs
84
Goldman Sachs
New York
– -$253K -12,194 Closed
ACA
85
Aptus Capital Advisors
Alabama
– -$111K -5,362 Closed
SC
86
Stance Capital
Massachusetts
– -$66.2K -3,198 Closed
Comerica Bank
87
Comerica Bank
Texas
– -$34.2K -1,652 Closed
AF
88
Allworth Financial
California
– -$15.9K -769 Closed
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