Simplify Stable Income ETF
BUCK
23 hedge funds and large institutions have $112M invested in Simplify Stable Income ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
64% more funds holding
Funds holding: 14 → 23 (+9)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $101M → $112M (+$10.5M)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
4.85% less ownership
Funds ownership: 85.96% → 81.1% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$6.2M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.74M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$1.11M |
| 4 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$900K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$796K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$475K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$461K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$259K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$228K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$173 | +7 | New |
|
BUCK Hedge Fund Activity: Q2 2024 in Review
23 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q2 2024, worth a combined $112M — up 10% from $101M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BUCK positions and 3 closed out — a net gain of 9 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Peak Financial Advisors, opening a new position worth an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $475K.
- 23 institutional investors held Simplify Stable Income ETF (BUCK) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $112M of Simplify Stable Income ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 12 funds opened new Simplify Stable Income ETF positions in Q2 2024 and 3 closed out, a net change of +9 holders.
- The largest Simplify Stable Income ETF buyer in Q2 2024 was Peak Financial Advisors, an estimated $6.2M added.
- The largest Simplify Stable Income ETF seller in Q2 2024 was Jane Street, an estimated $475K sold.
Based on aggregated 13F filings for Q2 2024.