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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
EFG
51
Ethos Financial Group
Pennsylvania
$386K
Wolverine Trading
52
Wolverine Trading
Illinois
$376K
RA
53
RFG Advisory
Alabama
$366K
PAG
54
Private Advisor Group
New Jersey
$362K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$358K
JCFM
56
JBR Co Financial Management
Oklahoma
$348K
GA
57
Guerra Advisors
Florida
$336K
SCA
58
Sage Capital Advisors
South Dakota
$289K
SEIA
59
Signature Estate & Investment Advisors
California
$283K
RWM
60
Revisor Wealth Management
Ohio
$257K
FIA
61
Foundations Investment Advisors
Arizona
$241K
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$227K
NA
63
NewEdge Advisors
Louisiana
$168K
HI
64
Harbour Investments
Wisconsin
$151K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$143K
GSWM
66
Golden State Wealth Management
California
$120K
PTC
67
Private Trust Company
Ohio
$37K
AFWM
68
Abich Financial Wealth Management
Virginia
$15.6K
SIS
69
Sound Income Strategies
Florida
$11K
Morgan Stanley
70
Morgan Stanley
New York
$6.01K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3K
Wells Fargo
72
Wells Fargo
California
$28
CCC
73
Compass Capital Corp
Massachusetts
FA
74
FSA Advisors
Michigan
SIM
75
Stratos Investment Management
Ohio