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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$6.58M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.87M |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$3.46M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$2.2M |
| 5 |
Jane Street
New York
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.37M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$393K |
| 3 |
Morgan Stanley
New York
|
-$22 |
AGGH Hedge Fund Activity: Q1 2024 in Review
19 of the 6,958 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.