Simplify Aggregate Bond ETF
AGGH
37 hedge funds and large institutions have $184M invested in Simplify Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
19% more funds holding
Funds holding: 31 → 37 (+6)
1.89% more ownership
Funds ownership: 69.71% → 71.6% (+1.9%)
4% more capital invested
Capital invested by funds: $176M → $184M (+$7.53M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.48M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$5.04M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.04M |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$3.6M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$1.65M |
| 3 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$1.63M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.07M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$532K |
AGGH Hedge Fund Activity: Q4 2024 in Review
37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q4 2024, worth a combined $184M — up 4.3% from $176M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGGH positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $8.48M. The largest seller was Andina Capital Management, cutting an estimated $3.6M.
- 37 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $184M of Simplify Aggregate Bond ETF stock for Q4 2024, up 4.3% quarter-over-quarter.
- 10 funds opened new Simplify Aggregate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q4 2024 was Osaic Holdings, an estimated $8.48M added.
- The largest Simplify Aggregate Bond ETF seller in Q4 2024 was Andina Capital Management, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2024.