We are live on ! Find out more
BUCK icon

Simplify Stable Income ETF

88 hedge funds and large institutions have $227M invested in Simplify Stable Income ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

34% more capital invested

Capital invested by funds: $169M → $227M (+$57.9M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

7.69% more ownership

Funds ownership: 47.88%55.58% (+7.7%)

1% more funds holding

Funds holding: 8788 (+1)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
13
Increased
38
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$40M +$40.3M +1,700,000 New
AWM
2
AE Wealth Management
Kansas
$23.6M -$3.77M -159,007 -14%
LPL Financial
3
LPL Financial
California
$19.4M +$4.08M +172,416 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.5M +$9.13M +385,510 +204%
ECA
5
Elevated Capital Advisors
Utah
$10.4M -$178K -7,508 -2%
PS
6
Principal Securities
Iowa
$9.67M +$4.91M +207,344 +102%
RA
7
RiverTree Advisors
Florida
$7.32M -$88.6K -3,742 -1%
VWM
8
VanWeelden Wealth Management
Ohio
$7.15M +$7.2M +304,046 New
WS
9
Wedbush Securities
California
$7M +$881K +37,207 +14%
OL
10
Owen LaRue
Kentucky
$6.02M +$3.45M +145,721 +132%
KCM
11
Key Capital Management
Tennessee
$5.33M +$841K +35,508 +19%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.05M +$409K +17,275 +9%
HBS
13
Howard Bailey Securities
Indiana
$4.07M +$417K +17,612 +11%
PEA
14
Park Edge Advisors
Ohio
$3.29M -$2.02M -85,358 -38%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.29M +$3.02M +127,386 +1,017%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$3.18M +$240K +10,124 +8%
FA
17
FSA Advisors
Michigan
$2.82M -$8.74K -369 -0.3%
FA
18
Fiduciary Alliance
South Carolina
$2.78M +$2.79M +118,006 New
EMAM
19
Encompass More Asset Management
California
$2.76M +$172K +7,269 +7%
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.36M -$1.35M -56,942 -36%
IPW
21
Impact Partnership Wealth
Georgia
$2.36M +$474K +20,013 +25%
AWA
22
Authentikos Wealth Advisory
California
$2.08M -$158K -6,672 -7%
RFA
23
Reyes Financial Architecture
California
$2.07M +$1.84M +77,800 +764%
SW
24
SMART Wealth
Nebraska
$2.03M +$2.05M +86,417 New
WWA
25
WCG Wealth Advisors
Nevada
$1.71M -$718K -30,320 -29%

BUCK Hedge Fund Activity: Q1 2026 in Review

88 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q1 2026, worth a combined $227M — up 34% from $169M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUCK positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $40.3M. The largest seller was POM Investment Strategies, cutting an estimated $6.68M.

  • 88 institutional investors held Simplify Stable Income ETF (BUCK) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $227M of Simplify Stable Income ETF stock for Q1 2026, up 34% quarter-over-quarter.
  • 13 funds opened new Simplify Stable Income ETF positions in Q1 2026 and 11 closed out, a net change of +2 holders.
  • The largest Simplify Stable Income ETF buyer in Q1 2026 was Simplify Asset Management, an estimated $40.3M added.
  • The largest Simplify Stable Income ETF seller in Q1 2026 was POM Investment Strategies, an estimated $6.68M sold.

Based on aggregated 13F filings for Q1 2026.