Simplify Aggregate Bond ETF
AGGH
3 hedge funds and large institutions have $5.33M invested in Simplify Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
728% more capital invested
Capital invested by funds: $644K → $5.33M (+$4.69M)
41.94% more ownership
Funds ownership: 35.98% → 77.92% (+42%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$4.25M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $4.62M | +$4.25M | +188,196 | +1,324% |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $385K | +$380K | +16,845 | New |
|
3
Citadel Advisors
Miami,
Florida
| $331K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$1.57K | -70 | Closed |
|
AGGH Hedge Fund Activity: Q1 2023 in Review
3 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q1 2023, worth a combined $5.33M — up 728% from $644K a quarter earlier.
Fund positioning in AGGH was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $4.25M. The largest seller was UBS Group, exiting entirely with an estimated $1.57K sold.
- 3 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $5.33M of Simplify Aggregate Bond ETF stock for Q1 2023, up 728% quarter-over-quarter.
- 1 fund opened new Simplify Aggregate Bond ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q1 2023 was Simplify Asset Management, an estimated $4.25M added.
- The largest Simplify Aggregate Bond ETF seller in Q1 2023 was UBS Group, an estimated $1.57K sold.
Based on aggregated 13F filings for Q1 2023.