Simplify Aggregate Bond ETF
AGGH
7 hedge funds and large institutions have $70.5M invested in Simplify Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
708% more capital invested
Capital invested by funds: $8.73M → $70.5M (+$61.8M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
26.45% more ownership
Funds ownership: 77.54% → 103.99% (+26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$52.7M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$9.89M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.19M |
| 4 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$376K |
| 5 |
Jane Street
New York
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$71.3K |
| 2 |
Morgan Stanley
New York
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $58.4M | +$52.7M | +2,380,028 | +667% |
|
|
SMM
2
Stadion Money Management
Watkinsville,
Georgia
| $9.53M | +$9.89M | +446,795 | New |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $1.14M | +$1.19M | +53,622 | New |
|
|
PWM
4
Prosperity Wealth Management
San Ramon,
California
| $589K | +$376K | +16,980 | +159% |
|
|
5
Wolverine Trading
Chicago,
Illinois
| $363K | -$71.3K | -3,221 | -16% |
|
|
6
Jane Street
New York
| $314K | +$326K | +14,713 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $221K | +$229K | +10,355 | New |
|
|
8
Morgan Stanley
New York
| – | -$23 | -1 | Closed |
|
AGGH Hedge Fund Activity: Q3 2023 in Review
7 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q3 2023, worth a combined $70.5M — up 708% from $8.73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGGH positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $52.7M. The largest seller was Wolverine Trading, cutting an estimated $71.3K.
- 7 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $70.5M of Simplify Aggregate Bond ETF stock for Q3 2023, up 708% quarter-over-quarter.
- 4 funds opened new Simplify Aggregate Bond ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q3 2023 was Simplify Asset Management, an estimated $52.7M added.
- The largest Simplify Aggregate Bond ETF seller in Q3 2023 was Wolverine Trading, an estimated $71.3K sold.
Based on aggregated 13F filings for Q3 2023.