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Simplify Aggregate Bond ETF
AGGH

Overview Fund Activity

49 hedge funds and large institutions have $211M invested in Simplify Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
12
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$17.6M
2
BWS
Buck Wealth Strategies
Colorado
+$6.26M
3
FEG
Financial Enhancement Group
Indiana
+$3.36M
4
EFG
Ethos Financial Group
Pennsylvania
+$2.99M
5
OAS
Optivise Advisory Services
Tennessee
+$2.23M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$16.2M
2
PEA
Park Edge Advisors
Ohio
-$2.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$790K
4
OMC
Old Mission Capital
Illinois
-$727K
5
SMM
Stadion Money Management
Georgia
-$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$110M – – –
PCIA
2
Prime Capital Investment Advisors
Kansas
$17.6M +$17.6M +829,936 New
SMM
3
Stadion Money Management
Georgia
$14.2M -$605K -28,604 -4%
LPL Financial
4
LPL Financial
California
$9.35M -$281K -13,273 -3%
JHC
5
J. Hagan Capital
Kentucky
$6.41M +$6.41M +310,843 New
BWS
6
Buck Wealth Strategies
Colorado
$6.26M +$6.26M +296,163 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.75M -$16.2M -764,351 -74%
FEG
8
Financial Enhancement Group
Indiana
$3.36M +$3.36M +166,645 New
EFG
9
Ethos Financial Group
Pennsylvania
$2.99M +$2.99M +141,378 New
PEA
10
Park Edge Advisors
Ohio
$2.95M -$2.3M -108,644 -44%
AAS
11
Avantax Advisory Services
Texas
$2.67M +$201K +9,514 +8%
SPC
12
Sigma Planning Corp
Michigan
$2.25M -$10.5K -496 -0.5%
OAS
13
Optivise Advisory Services
Tennessee
$2.23M +$2.23M +105,255 New
KPWS
14
Kestra Private Wealth Services
Texas
$1.73M +$1.29M +60,912 +289%
NL
15
NWAM LLC
Washington
$1.62M -$248K -11,741 -13%
AWM
16
AE Wealth Management
Kansas
$1.31M +$921K +43,524 +238%
GWM
17
GK Wealth Management
Nevada
$1.3M -$112K -5,282 -8%
AWA
18
Authentikos Wealth Advisory
California
$1.29M +$1.29M +61,184 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.27M +$214K +10,094 +20%
Citadel Advisors
20
Citadel Advisors
Florida
$1.26M -$790K -37,374 -39%
TC
21
TownSquare Capital
Utah
$1.1M -$138K -6,507 -11%
IAN
22
Integrated Advisors Network
Texas
$997K +$74K +3,497 +8%
SPIA
23
Steward Partners Investment Advisory
New York
$993K +$24.2K +1,143 +2%
NA
24
NewEdge Advisors
Louisiana
$989K +$4.59K +217 +0.5%
AWS
25
Aspen Wealth Strategies
Colorado
$986K +$16.3K +773 +2%
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