Simplify Aggregate Bond ETF
AGGH
4 hedge funds and large institutions have $8.73M invested in Simplify Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
64% more capital invested
Capital invested by funds: $5.33M → $8.73M (+$3.39M)
33% more funds holding
Funds holding: 3 → 4 (+1)
0.37% less ownership
Funds ownership: 77.92% → 77.54% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$3.53M |
| 2 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$244K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$77.5K |
| 4 |
Morgan Stanley
New York
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$331K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $8.03M | +$3.53M | +154,415 | +76% |
|
|
2
Wolverine Trading
Chicago,
Illinois
| $454K | +$77.5K | +3,391 | +20% |
|
|
PWM
3
Prosperity Wealth Management
San Ramon,
California
| $240K | +$244K | +10,657 | New |
|
|
4
Morgan Stanley
New York
| $23 | +$23 | +1 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$331K | -14,497 | Closed |
|
AGGH Hedge Fund Activity: Q2 2023 in Review
4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q2 2023, worth a combined $8.73M — up 64% from $5.33M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AGGH positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $3.53M. The largest seller was Citadel Advisors, exiting entirely with an estimated $331K sold.
- 4 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q2 2023, up from 3 in Q1 2023.
- Funds reported $8.73M of Simplify Aggregate Bond ETF stock for Q2 2023, up 64% quarter-over-quarter.
- 2 funds opened new Simplify Aggregate Bond ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Simplify Aggregate Bond ETF buyer in Q2 2023 was Simplify Asset Management, an estimated $3.53M added.
- The largest Simplify Aggregate Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $331K sold.
Based on aggregated 13F filings for Q2 2023.