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Simplify Stable Income ETF

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: 37 (+4)

58% more funds holding

Funds holding: 5079 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
51
Brookwood Investment Group
Arizona
$417K +$416K +16,887 New
RWM
52
Revisor Wealth Management
Ohio
$407K +$407K +16,499 New
AWS
53
Atria Wealth Solutions
New York
$401K +$18.6K +754 +5%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$401K +$18.6K +754 +5%
JCFM
55
JBR Co Financial Management
Oklahoma
$360K +$360K +14,600 New
CW
56
CreativeOne Wealth
Kansas
$353K +$352K +14,292 New
DRP
57
Decker Retirement Planning
Utah
$338K +$260K +10,558 +335%
IA
58
Inspire Advisors
Idaho
$309K +$22.6K +918 +8%
IAN
59
Integrated Advisors Network
Texas
$301K +$301K +12,211 New
SCA
60
Sage Capital Advisors
South Dakota
$299K +$299K +12,132 New
TAP
61
Tounjian Advisory Partners
Florida
$287K +$287K +11,632 New
SW
62
SteelPeak Wealth
California
$280K +$280K +11,354 New
SAF
63
Smith Anglin Financial
Texas
$272K +$272K +11,040 New
T
64
Transce3nd
Texas
$249K +$232K +9,417 +1,425%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$211K +$211K +8,546 New
PTC
66
Private Trust Company
Ohio
$100K +$99.8K +4,050 New
AAP
67
Arax Advisory Partners
Colorado
$91.3K +$91.2K +3,699 New
PS
68
Principal Securities
Iowa
$70.9K
PSFG
69
Park Square Financial Group
Georgia
$59.1K +$54.2K +2,198 +1,116%
NA
70
NewEdge Advisors
Louisiana
$54.9K +$52.3K +2,123 +2,123%
HI
71
Harbour Investments
Wisconsin
$49.4K -$25.8K -1,045 -34%
IHWM
72
Iron Horse Wealth Management
Iowa
$22.2K +$22.2K +900 New
WCM
73
WealthTrak Capital Management
Virginia
$4.1K +$4.09K +166 New
SS
74
Sunbelt Securities
Texas
$2.47K +$2.46K +100 New
LRWM
75
Lord & Richards Wealth Management
Colorado
$913 +$912 +37 New

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.