BUCK icon

Simplify Stable Income ETF
BUCK

Overview Fund Activity

50 hedge funds and large institutions have $195M invested in Simplify Stable Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
12
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$20.5M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.8M
3
KAS
Kestra Advisory Services
Texas
$4.44M
4
FFA
Farther Finance Advisors
California
$2.23M
5
LPL Financial
LPL Financial
California
$1.7M

Top Sellers

1
Jane Street
Jane Street
New York
$358K
2
SWM
SFG Wealth Management
Maryland
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$84.7K
4
PEA
Park Edge Advisors
Ohio
$10.8M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$380K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$109M – – –
AWM
2
AE Wealth Management
Kansas
$20.5M +$13.8M +563,299 +207%
PFA
3
Peak Financial Advisors
Colorado
$12.9M +$360K +14,656 +3%
PEA
4
Park Edge Advisors
Ohio
$10.8M -$166K -6,771 -2%
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.8M +$8.8M +358,754 New
CCC
6
Compass Capital Corp
Massachusetts
$4.53M +$4.53M +184,431 New
KAS
7
Kestra Advisory Services
Texas
$4.44M +$3.02M +122,889 +211%
EMAM
8
Encompass More Asset Management
California
$4.07M +$402K +16,376 +11%
FFA
9
Farther Finance Advisors
California
$2.23M +$2.16M +88,016 +2,885%
LAS
10
Lloyd Advisory Services
Georgia
$1.7M -$42.8K -1,745 -2%
LPL Financial
11
LPL Financial
California
$1.7M +$1.7M +69,234 New
ECA
12
Elevated Capital Advisors
Utah
$1.66M +$1.21M +49,160 +268%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$1.2M +$1.2M +48,949 New
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$964K +$354K +14,445 +58%
FS
15
Ferguson Shapiro
Georgia
$939K -$111K -4,507 -11%
FA
16
FSA Advisors
Michigan
$743K +$743K +30,260 New
LIS
17
Legacy Investment Solutions
Idaho
$716K -$78K -3,149 -10%
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$716K -$78K -3,149 -10%
RWA
19
Redhawk Wealth Advisors
Minnesota
$701K +$35.2K +1,434 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$625K +$625K +25,488 New
NL
21
NWAM LLC
Washington
$540K -$30.4K -1,238 -5%
SPWM
22
Straight Path Wealth Management
Michigan
$529K +$529K +21,575 New
WS
23
Wedbush Securities
California
$486K +$486K +19,803 New
HBS
24
Howard Bailey Securities
Indiana
$405K -$16.2K -660 -4%
CA
25
Cambridge Advisors
Nebraska
$397K +$397K +16,177 New
1
2 3