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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

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

5.06% less ownership

Funds ownership: 51.07%46.02% (-5.1%)

8% less capital invested

Capital invested by funds: $175M → $162M (-$13.2M)

11% less funds holding

Funds holding: 8172 (-9)

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
-9
Holders Change %
-11.11%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
8
Increased
28
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
51
Ethos Financial Group
Pennsylvania
$386K -$172K -7,231 -31%
Wolverine Trading
52
Wolverine Trading
Illinois
$376K +$376K +15,807 New
RA
53
RFG Advisory
Alabama
$366K +$364K +15,326 New
PAG
54
Private Advisor Group
New Jersey
$362K -$160K -6,727 -31%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$358K -$290K -12,221 -45%
JCFM
56
JBR Co Financial Management
Oklahoma
$348K
GA
57
Guerra Advisors
Florida
$336K -$25.5K -1,072 -7%
SCA
58
Sage Capital Advisors
South Dakota
$289K
SEIA
59
Signature Estate & Investment Advisors
California
$283K -$1.65M -69,526 -85%
RWM
60
Revisor Wealth Management
Ohio
$257K -$41K -1,726 -14%
FIA
61
Foundations Investment Advisors
Arizona
$241K +$241K +10,122 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$227K -$53K -2,228 -19%
NA
63
NewEdge Advisors
Louisiana
$168K +$70.1K +2,950 +72%
HI
64
Harbour Investments
Wisconsin
$151K -$4.35K -183 -3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$143K +$95.1K +4,000 +200%
GSWM
66
Golden State Wealth Management
California
$120K +$39.4K +1,657 +49%
PTC
67
Private Trust Company
Ohio
$37K -$35.7K -1,500 -49%
AFWM
68
Abich Financial Wealth Management
Virginia
$15.6K +$15.5K +654 New
SIS
69
Sound Income Strategies
Florida
$11K +$11K +461 New
Morgan Stanley
70
Morgan Stanley
New York
$6.01K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.95K +124 +539%
Wells Fargo
72
Wells Fargo
California
$28
CCC
73
Compass Capital Corp
Massachusetts
-$5.09M -213,540 Closed
FA
74
FSA Advisors
Michigan
-$2.47M -104,307 Closed
SIM
75
Stratos Investment Management
Ohio
-$2.04M -86,214 Closed

BUCK Hedge Fund Activity: Q3 2025 in Review

72 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q3 2025, worth a combined $162M — down 7.5% from $175M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BUCK and 8 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $4.08M. The largest seller was Compass Capital Corp, exiting entirely with an estimated $5.09M sold.

  • 72 institutional investors held Simplify Stable Income ETF (BUCK) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $162M of Simplify Stable Income ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
  • 8 funds opened new Simplify Stable Income ETF positions in Q3 2025 and 16 closed out, a net change of -8 holders.
  • The largest Simplify Stable Income ETF buyer in Q3 2025 was LPL Financial, an estimated $4.08M added.
  • The largest Simplify Stable Income ETF seller in Q3 2025 was Compass Capital Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2025.