Simplify Stable Income ETF
BUCK
33 hedge funds and large institutions have $156M invested in Simplify Stable Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
43% more funds holding
Funds holding: 23 → 33 (+10)
40% more capital invested
Capital invested by funds: $112M → $156M (+$44.5M)
1.92% less ownership
Funds ownership: 81.1% → 79.18% (-1.9%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$30.4M |
| 2 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$6.39M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.29M |
| 4 |
Jane Street
New York
|
+$1.08M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$532K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$358K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$235K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$201K |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$48.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWP
26
ORG Wealth Partners
Dallas,
Texas
| $37.4K | +$37.6K | +1,523 | New |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $22.1K | +$22.2K | +900 | New |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $18.5K | – | – | – |
|
|
PA
29
Pineridge Advisors
St. Charles,
Missouri
| $6.04K | -$148 | -6 | -2% |
|
30
Wells Fargo
San Francisco,
California
| $959 | +$962 | +39 | New |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $934 | +$938 | +38 | New |
|
|
RWPA
32
Richard W. Paul & Associates
Novi,
Michigan
| $760 | +$25 | +1 | +3% |
|
|
KPWS
33
Kestra Private Wealth Services
Austin,
Texas
| – | -$358K | -14,535 | Closed |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$235K | -9,550 | Closed |
|
|
BRWA
35
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$201K | -8,163 | Closed |
|
36
Morgan Stanley
New York
| – | -$53 | -2 | Closed |
|
BUCK Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q3 2024, worth a combined $156M — up 40% from $112M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BUCK positions and 4 closed out — a net gain of 10 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $30.4M. The largest seller was Encompass More Asset Management, cutting an estimated $532K.
- 33 institutional investors held Simplify Stable Income ETF (BUCK) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $156M of Simplify Stable Income ETF stock for Q3 2024, up 40% quarter-over-quarter.
- 14 funds opened new Simplify Stable Income ETF positions in Q3 2024 and 4 closed out, a net change of +10 holders.
- The largest Simplify Stable Income ETF buyer in Q3 2024 was Simplify Asset Management, an estimated $30.4M added.
- The largest Simplify Stable Income ETF seller in Q3 2024 was Encompass More Asset Management, an estimated $532K sold.
Based on aggregated 13F filings for Q3 2024.