We are live on ! Find out more
BUCK icon

Simplify Stable Income ETF

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: 37 (+4)

58% more funds holding

Funds holding: 5079 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$24.4M +$3.8M +153,976 +18%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7M +$7.85M +318,614 +89%
PFA
3
Peak Financial Advisors
Colorado
$13M +$99.2K +4,026 +0.8%
LPL Financial
4
LPL Financial
California
$11.1M +$9.36M +379,871 +549%
PEA
5
Park Edge Advisors
Ohio
$8.85M -$2.02M -82,072 -19%
KAS
6
Kestra Advisory Services
Texas
$7.75M +$3.28M +132,975 +73%
PIS
7
POM Investment Strategies
North Carolina
$6.72M +$6.71M +272,382 New
EMAM
8
Encompass More Asset Management
California
$6.5M +$2.4M +97,501 +59%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.9M +$5.81M +235,590 +6,825%
ECA
10
Elevated Capital Advisors
Utah
$5.41M +$3.74M +151,524 +224%
CCC
11
Compass Capital Corp
Massachusetts
$4.4M +$83.1K +3,371 +2%
PCIA
12
Prime Capital Investment Advisors
Kansas
$3.71M +$3.7M +150,209 New
BCI
13
Brinker Capital Investments
Pennsylvania
$3.65M +$3.64M +147,848 New
OPS
14
Orion Portfolio Solutions
Nebraska
$3.65M +$3.64M +147,848 New
FFA
15
Farther Finance Advisors
California
$3.49M +$1.25M +50,509 +55%
AWA
16
Authentikos Wealth Advisory
California
$3.22M +$2.85M +115,785 +783%
HBS
17
Howard Bailey Securities
Indiana
$3.17M +$2.76M +112,060 +679%
RA
18
RiverTree Advisors
Florida
$2.86M +$2.86M +116,065 New
GWM
19
GK Wealth Management
Nevada
$2.8M +$2.8M +113,653 New
TC
20
TownSquare Capital
Utah
$2.45M +$2.45M +99,197 New
SPIA
21
Steward Partners Investment Advisory
New York
$1.83M +$1.83M +74,096 New
WS
22
Wedbush Securities
California
$1.65M +$1.16M +47,111 +238%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.65M +$1.65M +66,740 New
JHC
24
J. Hagan Capital
Kentucky
$1.61M +$1.62M +65,797 New
SIM
25
Stratos Investment Management
Ohio
$1.56M +$1.56M +63,410 New

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.