BUCK icon

Simplify Stable Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
12
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$380K -$113K -4,597 -23%
AWS
27
Atria Wealth Solutions
New York
$380K -$113K -4,597 -23%
AWA
28
Authentikos Wealth Advisory
California
$363K +$35.4K +1,442 +11%
Jane Street
29
Jane Street
New York
$358K -$1.05M -42,633 -74%
GLR
30
Great Lakes Retirement
Ohio
$311K -$6.53K -266 -2%
CAG
31
Csenge Advisory Group
Florida
$302K +$8.42K +343 +3%
IA
32
Inspire Advisors
Idaho
$284K +$32.7K +1,331 +13%
PAG
33
Private Advisor Group
New Jersey
$235K +$235K +9,571 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$118K +$118K +4,810 New
Osaic Holdings
35
Osaic Holdings
Arizona
$84.7K -$218K -8,903 -72%
DRP
36
Decker Retirement Planning
Utah
$77.3K +$77.3K +3,152 New
HI
37
Harbour Investments
Wisconsin
$74.7K +$74.7K +3,045 New
PS
38
Principal Securities
Iowa
$70.9K +$52.4K +2,135 +283%
OWP
39
ORG Wealth Partners
Texas
$37.4K
T
40
Transce3nd
Texas
$16.2K +$16.2K +661 New
CAWM
41
Capital A Wealth Management
Pennsylvania
$16K +$16K +651 New
PSFG
42
Park Square Financial Group
Georgia
$4.83K +$4.83K +197 New
PA
43
Pineridge Advisors
Missouri
$4.08K -$1.97K -80 -33%
Q1WB
44
Quest 10 Wealth Builders
Virginia
$3.88K +$3.88K +158 New
NA
45
NewEdge Advisors
Louisiana
$2.45K -$19.6K -800 -89%
RWPA
46
Richard W. Paul & Associates
Michigan
$770
Morgan Stanley
47
Morgan Stanley
New York
$52 +$52 +2 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$25 +$25 +1 New
Wells Fargo
49
Wells Fargo
California
$16 -$608 -38 -97%
SWM
50
SFG Wealth Management
Maryland
-$476K -19,363 Closed