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Simplify Stable Income ETF

81 hedge funds and large institutions have $175M invested in Simplify Stable Income ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

3% more funds holding

Funds holding: 7981 (+2)

1.42% more ownership

Funds ownership: 49.66%51.07% (+1.4%)

0% less capital invested

Capital invested by funds: $176M → $175M (-$284K)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
19
Increased
39
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
76
Raymond James Financial
Florida
$47.8K +$47.7K +2,020 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$47.3K +$47.3K +2,000 New
MAWAG
78
Mid-American Wealth Advisory Group
Missouri
$9.5K +$9.5K +402 New
Morgan Stanley
79
Morgan Stanley
New York
$5.97K +$5.93K +251 +25,100%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K +$378 +16 +229%
Wells Fargo
81
Wells Fargo
California
$25
PFA
82
Peak Financial Advisors
Colorado
-$13M -528,745 Closed
TC
83
TownSquare Capital
Utah
-$2.45M -99,197 Closed
G
84
GenTrust
Florida
-$1.44M -58,278 Closed
SIG
85
Spinnaker Investment Group
California
-$988K -40,014 Closed
TWC
86
TD Waterhouse Canada
Ontario, Canada
-$923K -37,400 Closed
NWM
87
Napa Wealth Management
California
-$737K -29,842 Closed
SWA
88
Stratos Wealth Advisors
Ohio
-$735K -29,798 Closed
AWS
89
Atria Wealth Solutions
New York
-$401K -16,234 Closed
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
-$401K -16,234 Closed
SAF
91
Smith Anglin Financial
Texas
-$272K -11,040 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
-$211K -8,546 Closed
IHWM
93
Iron Horse Wealth Management
Iowa
-$22.2K -900 Closed
WCM
94
WealthTrak Capital Management
Virginia
-$4.1K -166 Closed
SS
95
Sunbelt Securities
Texas
-$2.47K -100 Closed
LRWM
96
Lord & Richards Wealth Management
Colorado
-$913 -37 Closed
UBS Group
97
UBS Group
Switzerland
-$494 -20 Closed

BUCK Hedge Fund Activity: Q2 2025 in Review

81 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q2 2025, worth a combined $175M — down 0.16% from $176M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BUCK positions and 16 closed out — a net gain of 3 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was RiverTree Advisors, adding an estimated $4.51M. The largest seller was Peak Financial Advisors, exiting entirely with an estimated $13M sold.

  • 81 institutional investors held Simplify Stable Income ETF (BUCK) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $175M of Simplify Stable Income ETF stock for Q2 2025, down 0.16% quarter-over-quarter.
  • 19 funds opened new Simplify Stable Income ETF positions in Q2 2025 and 16 closed out, a net change of +3 holders.
  • The largest Simplify Stable Income ETF buyer in Q2 2025 was RiverTree Advisors, an estimated $4.51M added.
  • The largest Simplify Stable Income ETF seller in Q2 2025 was Peak Financial Advisors, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.