Simplify Aggregate Bond ETF
AGGH
80 hedge funds and large institutions have $214M invested in Simplify Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
65% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 20
23% more funds holding
Funds holding: 65 → 80 (+15)
1% less capital invested
Capital invested by funds: $215M → $214M (-$1.18M)
6.54% less ownership
Funds ownership: 70.5% → 63.96% (-6.5%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.8M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$5.38M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$3.69M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$38.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.32M |
| 3 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$4.24M |
| 4 |
JHC
J. Hagan Capital
Louisville,
Kentucky
|
-$3.94M |
| 5 |
Jane Street
New York
|
-$1.7M |
AGGH Hedge Fund Activity: Q4 2025 in Review
80 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q4 2025, worth a combined $214M — down 0.55% from $215M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AGGH positions and 8 closed out — a net gain of 17 holders — while 33 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $19.9M. The largest seller was Simplify Asset Management, cutting an estimated $38.7M.
- 80 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q4 2025, up from 65 in Q3 2025.
- Funds reported $214M of Simplify Aggregate Bond ETF stock for Q4 2025, down 0.55% quarter-over-quarter.
- 25 funds opened new Simplify Aggregate Bond ETF positions in Q4 2025 and 8 closed out, a net change of +17 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $19.9M added.
- The largest Simplify Aggregate Bond ETF seller in Q4 2025 was Simplify Asset Management, an estimated $38.7M sold.
Based on aggregated 13F filings for Q4 2025.