Simplify Aggregate Bond ETF
AGGH
21 hedge funds and large institutions have $143M invested in Simplify Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
11% more funds holding
Funds holding: 19 → 21 (+2)
1% less capital invested
Capital invested by funds: $143M → $143M (-$727K)
7.78% less ownership
Funds ownership: 76.42% → 68.64% (-7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.9M |
| 2 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$3.23M |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.34M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$7.2M |
| 2 |
Jane Street
New York
|
-$2.8M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.12M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.44M |
| 5 |
LPL Financial
San Diego,
California
|
-$497K |
AGGH Hedge Fund Activity: Q2 2024 in Review
21 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q2 2024, worth a combined $143M — down 0.51% from $143M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGGH positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $10.9M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $7.2M sold.
- 21 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q2 2024, up from 19 in Q1 2024.
- Funds reported $143M of Simplify Aggregate Bond ETF stock for Q2 2024, down 0.51% quarter-over-quarter.
- 5 funds opened new Simplify Aggregate Bond ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q2 2024 was Osaic Holdings, an estimated $10.9M added.
- The largest Simplify Aggregate Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $7.2M sold.
Based on aggregated 13F filings for Q2 2024.