Simplify Aggregate Bond ETF
AGGH
90 hedge funds and large institutions have $319M invested in Simplify Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
95% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 22
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
49% more capital invested
Capital invested by funds: $214M → $319M (+$105M)
13% more funds holding
Funds holding: 80 → 90 (+10)
10.03% more ownership
Funds ownership: 63.96% → 73.99% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$38.6M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$24.8M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$9.52M |
| 4 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$8.94M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$4.84M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.54M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$2.84M |
| 4 |
IC
IEQ Capital
Foster City,
California
|
-$1.44M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.32M |
AGGH Hedge Fund Activity: Q1 2026 in Review
90 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Simplify Aggregate Bond ETF (AGGH) for Q1 2026, worth a combined $319M — up 49% from $214M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AGGH positions and 10 closed out — a net gain of 11 holders — while 43 added to existing stakes and 22 trimmed.
The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $38.6M. The largest seller was POM Investment Strategies, cutting an estimated $4.84M.
- 90 institutional investors held Simplify Aggregate Bond ETF (AGGH) as of Q1 2026, up from 80 in Q4 2025.
- Funds reported $319M of Simplify Aggregate Bond ETF stock for Q1 2026, up 49% quarter-over-quarter.
- 21 funds opened new Simplify Aggregate Bond ETF positions in Q1 2026 and 10 closed out, a net change of +11 holders.
- The largest Simplify Aggregate Bond ETF buyer in Q1 2026 was WCG Wealth Advisors, an estimated $38.6M added.
- The largest Simplify Aggregate Bond ETF seller in Q1 2026 was POM Investment Strategies, an estimated $4.84M sold.
Based on aggregated 13F filings for Q1 2026.