AGGH icon

Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

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.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
5
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.8M
2
ACM
2
Andina Capital Management
Utah
$3.21M
3
PEA
3
Park Edge Advisors
Ohio
$4.71M
4
OMC
4
Old Mission Capital
Illinois
$1.33M
5
PS
5
Principal Securities
Iowa
$2.12M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
NL
3
NWAM LLC
Washington
$0
4
SMM
4
Stadion Money Management
Georgia
$8.69M
5
LPL Financial
5
LPL Financial
California
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$102M 4,896,741 – –
Osaic Holdings
2
Osaic Holdings
Arizona
$10.8M 522,419 +521,387 +50,522%
SMM
3
Stadion Money Management
Georgia
$8.69M 418,651 -68,873 -14%
PEA
4
Park Edge Advisors
Ohio
$4.71M 227,051 +67,060 +42%
LPL Financial
5
LPL Financial
California
$4.18M 201,536 -23,841 -11%
ACM
6
Andina Capital Management
Utah
$3.21M 154,814 +154,814 New
PS
7
Principal Securities
Iowa
$2.12M 102,200 +19,000 +23%
AAS
8
Avantax Advisory Services
Texas
$1.52M 73,126 -5,130 -7%
OMC
9
Old Mission Capital
Illinois
$1.33M 64,077 +64,077 New
PWM
10
Prosperity Wealth Management
California
$864K 41,636 +5,171 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$797K 38,381 +3,234 +9%
AWS
12
Aspen Wealth Strategies
Colorado
$624K 29,335 +1,044 +4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$337K 16,244 +16,244 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$336K 16,183 -22,021 -58%
IWC
15
Integrated Wealth Concepts
Massachusetts
$271K 13,066 +243 +2%
NA
16
NewEdge Advisors
Louisiana
$258K 12,448 +12,448 New
SPC
17
Sigma Planning Corp
Michigan
$243K 11,729 -262 -2%
ACA
18
Aptus Capital Advisors
Alabama
$217K 10,436 +14 +0.1%
Citadel Advisors
19
Citadel Advisors
Florida
$209K 10,071 -2,320 -19%
IAIM
20
International Assets Investment Management
Florida
$71.9K 3,465 +3,465 New
Morgan Stanley
21
Morgan Stanley
New York
$47 2 +1 +100%
LNC
22
Lincoln National Corp
Pennsylvania
– – -336,207 Closed
Jane Street
23
Jane Street
New York
– – -130,519 Closed
NL
24
NWAM LLC
Washington
– – -101,829 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –