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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
UBS Group
76
UBS Group
Switzerland
$494 +$493 +20 New
Morgan Stanley
77
Morgan Stanley
New York
$46 -$25 -1 -50%
Wells Fargo
78
Wells Fargo
California
$37 – – –
SAM
79
Simplify Asset Management
Nevada
– -$109M -4,448,579 Closed
LAS
80
Lloyd Advisory Services
Georgia
– -$1.7M -69,378 Closed
MAWAG
81
Mid-American Wealth Advisory Group
Missouri
– -$964K -39,284 Closed
Jane Street
82
Jane Street
New York
– -$358K -14,608 Closed
GLR
83
Great Lakes Retirement
Ohio
– -$311K -12,664 Closed
CAG
84
Csenge Advisory Group
Florida
– -$302K -12,288 Closed
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
– -$118K -4,810 Closed
OWP
86
ORG Wealth Partners
Texas
– -$37.4K -1,523 Closed
CAWM
87
Capital A Wealth Management
Pennsylvania
– -$16K -651 Closed
PA
88
Pineridge Advisors
Missouri
– -$4.08K -166 Closed
Q1WB
89
Quest 10 Wealth Builders
Virginia
– -$3.88K -158 Closed
RWPA
90
Richard W. Paul & Associates
Michigan
– -$770 -31 Closed
Fidelity Investments
91
Fidelity Investments
Massachusetts
– -$25 -1 Closed
1 2 3
4

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.