Simplify Aggregate Bond ETF
AGGH
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
77% more capital invested
Capital invested by funds: $70.5M → $125M (+$54M)
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16.93% less ownership
Funds ownership: 103.99% → 87.07% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$47.6M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$677K |
| 3 |
Jane Street
New York
|
+$436K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$223K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $110M | +$47.6M | +2,223,211 | +81% |
|
|
SMM
2
Stadion Money Management
Watkinsville,
Georgia
| $10M | +$145K | +6,788 | +2% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $1.41M | +$223K | +10,402 | +19% |
|
|
PS
4
Principal Securities
Des Moines,
Iowa
| $1.08M | +$1.05M | +48,904 | New |
|
|
5
Jane Street
New York
| $775K | +$436K | +20,364 | +138% |
|
|
LNC
6
Lincoln National Corp
Radnor,
Pennsylvania
| $699K | +$677K | +31,642 | New |
|
|
PWM
7
Prosperity Wealth Management
San Ramon,
California
| $680K | +$67.8K | +3,166 | +11% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $393K | +$160K | +7,455 | +72% |
|
9
Morgan Stanley
New York
| $114 | +$86 | +4 | New |
|
|
10
Wolverine Trading
Chicago,
Illinois
| – | -$363K | -17,015 | Closed |
|
AGGH Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q4 2023, worth a combined $125M — up 77% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGGH positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $47.6M. The largest seller was Wolverine Trading, exiting entirely with an estimated $363K sold.
- 9 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $125M of Simplify Aggregate Bond ETF stock for Q4 2023, up 77% quarter-over-quarter.
- 3 funds opened new Simplify Aggregate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q4 2023 was Simplify Asset Management, an estimated $47.6M added.
- The largest Simplify Aggregate Bond ETF seller in Q4 2023 was Wolverine Trading, an estimated $363K sold.
Based on aggregated 13F filings for Q4 2023.