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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

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.

Holders
19
Holders Change
+10
Holders Change %
+111.11%
% of All Funds
0.28%
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

1
LNC
1
Lincoln National Corp
Pennsylvania
$7.2M
2
LPL Financial
2
LPL Financial
California
$4.83M
3
PEA
3
Park Edge Advisors
Ohio
$3.43M
4
NL
4
NWAM LLC
Washington
$2.12M
5
Jane Street
5
Jane Street
New York
$2.8M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$105M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$33
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$105M 4,896,741 -63,324 -1%
SMM
2
Stadion Money Management
Georgia
$10.4M 487,524 +33,941 +7%
LNC
3
Lincoln National Corp
Pennsylvania
$7.2M 336,207 +304,565 +963%
LPL Financial
4
LPL Financial
California
$4.83M 225,377 +225,377 New
PEA
5
Park Edge Advisors
Ohio
$3.43M 159,991 +159,991 New
Jane Street
6
Jane Street
New York
$2.8M 130,519 +95,442 +272%
NL
7
NWAM LLC
Washington
$2.12M 101,829 +101,829 New
PS
8
Principal Securities
Iowa
$1.78M 83,200 +34,296 +70%
AAS
9
Avantax Advisory Services
Texas
$1.68M 78,256 +14,232 +22%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$819K 38,204 +38,204 New
PWM
11
Prosperity Wealth Management
California
$781K 36,465 +5,662 +18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$753K 35,147 +35,147 New
AWS
13
Aspen Wealth Strategies
Colorado
$606K 28,291 +28,291 New
IWC
14
Integrated Wealth Concepts
Massachusetts
$275K 12,823 +12,823 New
Citadel Advisors
15
Citadel Advisors
Florida
$266K 12,391 +12,391 New
SPC
16
Sigma Planning Corp
Michigan
$257K 11,991 +11,991 New
ACA
17
Aptus Capital Advisors
Alabama
$223K 10,422 +10,422 New
Osaic Holdings
18
Osaic Holdings
Arizona
$22.1K 1,032 +1,032 New
Morgan Stanley
19
Morgan Stanley
New York
$33 1 -3 -75%
OMC
20
Old Mission Capital
Illinois
– – -17,810 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –