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Simplify Aggregate Bond ETF
AGGH

19 hedge funds and large institutions have $143M invested in Simplify Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

111% more funds holding

Funds holding: 9 → 19 (+10)

15% more capital invested

Capital invested by funds: $125M → $143M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.65% less ownership

Funds ownership: 87.07% → 76.42% (-11%)

Holders
19
Holders Change
+10
Holders Change %
+111.11%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
+$6.58M
2
LPL Financial
LPL Financial
California
+$4.87M
3
PEA
Park Edge Advisors
Ohio
+$3.46M
4
NL
NWAM LLC
Washington
+$2.2M
5
Jane Street
Jane Street
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$1.37M
2
OMC
Old Mission Capital
Illinois
-$393K
3
Morgan Stanley
Morgan Stanley
New York
-$65
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$105M -$1.37M -63,324 -1%
SMM
2
Stadion Money Management
Georgia
$10.4M +$733K +33,941 +7%
LNC
3
Lincoln National Corp
Pennsylvania
$7.2M +$6.58M +304,565 +963%
LPL Financial
4
LPL Financial
California
$4.83M +$4.87M +225,377 New
PEA
5
Park Edge Advisors
Ohio
$3.43M +$3.46M +159,991 New
Jane Street
6
Jane Street
New York
$2.8M +$2.06M +95,442 +272%
NL
7
NWAM LLC
Washington
$2.12M +$2.2M +101,829 New
PS
8
Principal Securities
Iowa
$1.78M +$741K +34,296 +70%
AAS
9
Avantax Advisory Services
Texas
$1.68M +$308K +14,232 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$819K +$825K +38,204 New
PWM
11
Prosperity Wealth Management
California
$781K +$122K +5,662 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$753K +$759K +35,147 New
AWS
13
Aspen Wealth Strategies
Colorado
$606K +$611K +28,291 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$275K +$277K +12,823 New
Citadel Advisors
15
Citadel Advisors
Florida
$266K +$268K +12,391 New
SPC
16
Sigma Planning Corp
Michigan
$257K +$259K +11,991 New
ACA
17
Aptus Capital Advisors
Alabama
$223K +$225K +10,422 New
Osaic Holdings
18
Osaic Holdings
Arizona
$22.1K +$22.3K +1,032 New
Morgan Stanley
19
Morgan Stanley
New York
$33 -$65 -3 -75%
OMC
20
Old Mission Capital
Illinois
– -$393K -17,810 Closed

AGGH Hedge Fund Activity: Q1 2024 in Review

19 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q1 2024, worth a combined $143M — up 15% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AGGH positions and 1 closed out — a net gain of 10 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $6.58M. The largest seller was Simplify Asset Management, cutting an estimated $1.37M.

  • 19 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q1 2024, up from 9 in Q4 2023.
  • Funds reported $143M of Simplify Aggregate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 11 funds opened new Simplify Aggregate Bond ETF positions in Q1 2024 and 1 closed out, a net change of +10 holders.
  • The largest Simplify Aggregate Bond ETF buyer in Q1 2024 was Lincoln National Corp, an estimated $6.58M added.
  • The largest Simplify Aggregate Bond ETF seller in Q1 2024 was Simplify Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2024.