BUCK icon

Simplify Stable Income ETF

72 hedge funds and large institutions have $162M invested in Simplify Stable Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHC
26
J. Hagan Capital
Kentucky
$1.29M
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$1.25M
RWA
28
Redhawk Wealth Advisors
Minnesota
$1.18M
BAM
29
Belpointe Asset Management
Nevada
$1.07M
FCA
30
Fortis Capital Advisors
Kansas
$1.07M
CIA
31
Caerus Investment Advisors
Texas
$1.01M
Citadel Advisors
32
Citadel Advisors
Florida
$994K
BFAG
33
Blackston Financial Advisory Group
Florida
$946K
ACM
34
Andina Capital Management
Utah
$936K
MC
35
Moors & Cabot
Massachusetts
$929K
ASN
36
Advisory Services Network
Georgia
$874K
IAA
37
Independent Advisor Alliance
North Carolina
$776K
ABWM
38
Alpine Bank Wealth Management
Colorado
$773K
CA
39
Cambridge Advisors
Nebraska
$754K
DRP
40
Decker Retirement Planning
Utah
$693K
PWM
41
Prosperity Wealth Management
California
$666K
SPWM
42
Straight Path Wealth Management
Michigan
$656K
BIG
43
Brookwood Investment Group
Arizona
$637K
SW
44
SteelPeak Wealth
California
$619K
LWMI
45
Legacy Wealth Management (Idaho)
Idaho
$616K
OMC
46
Old Mission Capital
Illinois
$590K
DAS
47
Dynamic Advisor Solutions
Arizona
$578K
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$529K
SIA
49
Soltis Investment Advisors
Utah
$419K
NL
50
NWAM LLC
Washington
$410K