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Simplify Stable Income ETF

72 hedge funds and large institutions have $159M invested in Simplify Stable Income ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
26
B.O.S.S. Retirement Advisors
Utah
$1.25M
RWA
27
Redhawk Wealth Advisors
Minnesota
$1.18M
BAM
28
Belpointe Asset Management
Nevada
$1.07M
FCA
29
Fortis Capital Advisors
Kansas
$1.07M
CIA
30
Caerus Investment Advisors
Texas
$1.01M
Citadel Advisors
31
Citadel Advisors
Florida
$994K
BFAG
32
Blackston Financial Advisory Group
Florida
$946K
ACM
33
Andina Capital Management
Utah
$936K
MC
34
Moors & Cabot
Massachusetts
$929K
ASN
35
Advisory Services Network
Georgia
$874K
IAA
36
Independent Advisor Alliance
North Carolina
$776K
ABWM
37
Alpine Bank Wealth Management
Colorado
$773K
CA
38
Cambridge Advisors
Nebraska
$754K
DRP
39
Decker Retirement Planning
Utah
$693K
PWM
40
Prosperity Wealth Management
California
$666K
SPWM
41
Straight Path Wealth Management
Michigan
$656K
BIG
42
Brookwood Investment Group
Arizona
$637K
SW
43
SteelPeak Wealth
California
$619K
LWMI
44
Legacy Wealth Management (Idaho)
Idaho
$616K
OMC
45
Old Mission Capital
Illinois
$590K
DAS
46
Dynamic Advisor Solutions
Arizona
$578K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$529K
SIA
48
Soltis Investment Advisors
Utah
$419K
NL
49
NWAM LLC
Washington
$410K
EFG
50
Ethos Financial Group
Pennsylvania
$386K