Simplify Aggregate Bond ETF
AGGH
57 hedge funds and large institutions have $232M invested in Simplify Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
14% more funds holding
Funds holding: 50 → 57 (+7)
10% more capital invested
Capital invested by funds: $211M → $232M (+$20.8M)
3.66% more ownership
Funds ownership: 67.15% → 70.82% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.9M |
| 2 |
GDP
Great Diamond Partners
Portland,
Maine
|
+$8.52M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.32M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.8M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$16.5M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.1M |
| 5 |
JHC
J. Hagan Capital
Louisville,
Kentucky
|
-$734K |
AGGH Hedge Fund Activity: Q2 2025 in Review
57 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q2 2025, worth a combined $232M — up 9.9% from $211M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AGGH positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $19.9M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $16.5M.
- 57 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q2 2025, up from 50 in Q1 2025.
- Funds reported $232M of Simplify Aggregate Bond ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
- 13 funds opened new Simplify Aggregate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +7 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q2 2025 was Osaic Holdings, an estimated $19.9M added.
- The largest Simplify Aggregate Bond ETF seller in Q2 2025 was Prime Capital Investment Advisors, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2025.