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Simplify Stable Income ETF
BUCK

79 hedge funds and large institutions have $176M invested in Simplify Stable Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

58% more funds holding

Funds holding: 50 → 79 (+29)

10% less capital invested

Capital invested by funds: $195M → $176M (-$18.9M)

23.55% less ownership

Funds ownership: 73.21% → 49.66% (-24%)

Holders
79
Holders Change
+29
Holders Change %
+58%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
43
Increased
26
Reduced
7
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.36M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$7.85M
3
PIS
POM Investment Strategies
North Carolina
+$6.71M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.81M
5
AWM
AE Wealth Management
Kansas
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
SAM
Simplify Asset Management
Nevada
-$109M
2
PEA
Park Edge Advisors
Ohio
-$2.02M
3
LAS
Lloyd Advisory Services
Georgia
-$1.7M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$964K
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.46M +$830K +33,681 +132%
FA
27
FSA Advisors
Michigan
$1.44M +$691K +28,041 +93%
G
28
GenTrust
Florida
$1.44M +$1.44M +58,278 New
PAG
29
Private Advisor Group
New Jersey
$1.38M +$1.14M +46,407 +485%
BAM
30
Belpointe Asset Management
Nevada
$1.24M +$1.24M +50,345 New
FCA
31
Fortis Capital Advisors
Kansas
$1.24M +$1.24M +50,345 New
ACM
32
Andina Capital Management
Utah
$1.22M +$1.22M +49,526 New
TF
33
TME Financial
California
$989K +$988K +40,080 New
SIG
34
Spinnaker Investment Group
California
$988K +$986K +40,014 New
TWC
35
TD Waterhouse Canada
Ontario, Canada
$923K +$922K +37,400 New
FS
36
Ferguson Shapiro
Georgia
$912K -$31.7K -1,287 -3%
ASN
37
Advisory Services Network
Georgia
$905K +$903K +36,651 New
WAOI
38
Wealth Advisors of Iowa
Iowa
$893K +$892K +36,174 New
RWA
39
Redhawk Wealth Advisors
Minnesota
$746K +$40.8K +1,655 +6%
NWM
40
Napa Wealth Management
California
$737K +$736K +29,842 New
SWA
41
Stratos Wealth Advisors
Ohio
$735K +$735K +29,798 New
SPWM
42
Straight Path Wealth Management
Michigan
$651K +$118K +4,795 +22%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$649K +$648K +26,303 New
LWMI
44
Legacy Wealth Management (Idaho)
Idaho
$559K -$154K -6,255 -22%
MC
45
Moors & Cabot
Massachusetts
$556K +$555K +22,531 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$550K +$549K +22,286 New
CA
47
Cambridge Advisors
Nebraska
$519K +$120K +4,851 +30%
NL
48
NWAM LLC
Washington
$515K -$28.2K -1,144 -5%
BOSSRA
49
B.O.S.S. Retirement Advisors
Utah
$497K -$710K -28,806 -59%
EFG
50
Ethos Financial Group
Pennsylvania
$433K +$433K +17,548 New
1
2
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BUCK Hedge Fund Activity: Q1 2025 in Review

79 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q1 2025, worth a combined $176M — down 9.7% from $195M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BUCK positions and 13 closed out — a net gain of 30 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.36M. The largest seller was Simplify Asset Management, exiting entirely with an estimated $109M sold.

  • 79 institutional investors held Simplify Stable Income ETF (BUCK) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $176M of Simplify Stable Income ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 43 funds opened new Simplify Stable Income ETF positions in Q1 2025 and 13 closed out, a net change of +30 holders.
  • The largest Simplify Stable Income ETF buyer in Q1 2025 was LPL Financial, an estimated $9.36M added.
  • The largest Simplify Stable Income ETF seller in Q1 2025 was Simplify Asset Management, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2025.