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Simplify Aggregate Bond ETF

9 hedge funds and large institutions have $125M invested in Simplify Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$110M +$49.1M +2,223,211 +81%
SMM
2
Stadion Money Management
Georgia
$10M +$150K +6,788 +2%
AAS
3
Avantax Advisory Services
Texas
$1.41M +$230K +10,402 +19%
PS
4
Principal Securities
Iowa
$1.08M +$1.08M +48,904 New
Jane Street
5
Jane Street
New York
$775K +$450K +20,364 +138%
LNC
6
Lincoln National Corp
Pennsylvania
$699K +$699K +31,642 New
PWM
7
Prosperity Wealth Management
California
$680K +$69.9K +3,166 +11%
OMC
8
Old Mission Capital
Illinois
$393K +$165K +7,455 +72%
Morgan Stanley
9
Morgan Stanley
New York
$114 +$114 +4 New
Wolverine Trading
10
Wolverine Trading
Illinois
-$363K -17,015 Closed