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Simplify Stable Income ETF
BUCK

Overview Fund Activity

23 hedge funds and large institutions have $112M invested in Simplify Stable Income ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
5
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
Peak Financial Advisors
Colorado
$6.18M
2
LAS
Lloyd Advisory Services
Georgia
$1.73M
3
FS
Ferguson Shapiro
Georgia
$1.1M
4
SAM
Simplify Asset Management
Nevada
$79.2M
5
AWM
AE Wealth Management
Kansas
$5.41M

Top Sellers

1
Jane Street
Jane Street
New York
$327K
2
KPWS
Kestra Private Wealth Services
Texas
$358K
3
BRWA
B. Riley Wealth Advisors
Florida
$201K
4
AWA
Authentikos Wealth Advisory
California
$0
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$79.2M +$897K +36,419 +1%
PEA
2
Park Edge Advisors
Ohio
$10.4M +$542K +22,019 +6%
PFA
3
Peak Financial Advisors
Colorado
$6.18M +$6.18M +250,994 New
AWM
4
AE Wealth Management
Kansas
$5.41M +$793K +32,199 +17%
EMAM
5
Encompass More Asset Management
California
$4.21M +$375K +15,234 +10%
LAS
6
Lloyd Advisory Services
Georgia
$1.73M +$1.73M +70,381 New
FS
7
Ferguson Shapiro
Georgia
$1.1M +$1.1M +44,711 New
NL
8
NWAM LLC
Washington
$578K -$7.58K -308 -1%
KAS
9
Kestra Advisory Services
Texas
$500K +$500K +20,317 New
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$370K +$370K +15,009 New
RWA
11
Redhawk Wealth Advisors
Minnesota
$364K +$364K +14,783 New
KPWS
12
Kestra Private Wealth Services
Texas
$358K -$459K -18,657 -56%
Jane Street
13
Jane Street
New York
$327K -$473K -19,216 -59%
GLR
14
Great Lakes Retirement
Ohio
$324K +$324K +13,158 New
ECA
15
Elevated Capital Advisors
Utah
$296K +$296K +12,024 New
OMC
16
Old Mission Capital
Illinois
$235K +$235K +9,550 New
BRWA
17
B. Riley Wealth Advisors
Florida
$201K -$258K -10,481 -56%
Osaic Holdings
18
Osaic Holdings
Arizona
$62.3K +$62.3K +2,532 New
PS
19
Principal Securities
Iowa
$18.6K +$18.6K +754 New
PA
20
Pineridge Advisors
Missouri
$6.2K -$320 -13 -5%
RWPA
21
Richard W. Paul & Associates
Michigan
$743 – – –
Morgan Stanley
22
Morgan Stanley
New York
$53 +$27 +1 +100%
AWA
23
Authentikos Wealth Advisory
California
– -$228K -9,080 Closed
UBS Group
24
UBS Group
Switzerland
– -$10K -400 Closed
TAM
25
Tucker Asset Management
Colorado
– -$752 -30 Closed