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Simplify Stable Income ETF

14 hedge funds and large institutions have $101M invested in Simplify Stable Income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

174% more capital invested

Capital invested by funds: $37M → $101M (+$64.3M)

100% more funds holding

Funds holding: 714 (+7)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.9% less ownership

Funds ownership: 90.86%85.96% (-4.9%)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

BUCK Hedge Fund Activity: Q1 2024 in Review

14 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q1 2024, worth a combined $101M — up 174% from $37M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUCK positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Simplify Asset Management, adding an estimated $52.9M. The largest seller was Osaic Holdings, exiting entirely with an estimated $46.2K sold.

  • 14 institutional investors held Simplify Stable Income ETF (BUCK) as of Q1 2024, up from 7 in Q4 2023.
  • Funds reported $101M of Simplify Stable Income ETF stock for Q1 2024, up 174% quarter-over-quarter.
  • 8 funds opened new Simplify Stable Income ETF positions in Q1 2024 and 1 closed out, a net change of +7 holders.
  • The largest Simplify Stable Income ETF buyer in Q1 2024 was Simplify Asset Management, an estimated $52.9M added.
  • The largest Simplify Stable Income ETF seller in Q1 2024 was Osaic Holdings, an estimated $46.2K sold.

Based on aggregated 13F filings for Q1 2024.