Simplify Stable Income ETF
BUCK
50 hedge funds and large institutions have $195M invested in Simplify Stable Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
52% more funds holding
Funds holding: 33 → 50 (+17)
24% more capital invested
Capital invested by funds: $156M → $195M (+$38.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5.98% less ownership
Funds ownership: 79.18% → 73.21% (-6%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.8M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$8.81M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.02M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$2.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.05M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$476K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$219K |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$166K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$113K |
BUCK Hedge Fund Activity: Q4 2024 in Review
50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q4 2024, worth a combined $195M — up 24% from $156M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BUCK positions and 2 closed out — a net gain of 17 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.8M. The largest seller was Jane Street, cutting an estimated $1.05M.
- 50 institutional investors held Simplify Stable Income ETF (BUCK) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $195M of Simplify Stable Income ETF stock for Q4 2024, up 24% quarter-over-quarter.
- 19 funds opened new Simplify Stable Income ETF positions in Q4 2024 and 2 closed out, a net change of +17 holders.
- The largest Simplify Stable Income ETF buyer in Q4 2024 was AE Wealth Management, an estimated $13.8M added.
- The largest Simplify Stable Income ETF seller in Q4 2024 was Jane Street, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2024.