We are live on ! Find out more
BUCK icon

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
AWM
1
AE Wealth Management
Kansas
$26.6M +$3.25M +137,423 +14%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16M -$25.1K -1,064 -0.2%
LPL Financial
3
LPL Financial
California
$11.2M +$597K +25,272 +6%
KAS
4
Kestra Advisory Services
Texas
$8.96M +$1.54M +65,099 +21%
PEA
5
Park Edge Advisors
Ohio
$8.52M +$45.8K +1,936 +0.5%
RA
6
RiverTree Advisors
Florida
$7.26M +$4.51M +190,914 +164%
PIS
7
POM Investment Strategies
North Carolina
$6.52M +$78.1K +3,303 +1%
ECA
8
Elevated Capital Advisors
Utah
$5.41M
CCC
9
Compass Capital Corp
Massachusetts
$5.09M +$608K +25,738 +14%
EMAM
10
Encompass More Asset Management
California
$4.68M -$1.55M -65,508 -25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.63M +$3.06M +129,312 +194%
WS
12
Wedbush Securities
California
$4.2M +$2.61M +110,519 +165%
BCI
13
Brinker Capital Investments
Pennsylvania
$3.93M +$434K +18,366 +12%
HBS
14
Howard Bailey Securities
Indiana
$3.15M +$108K +4,580 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.98M -$2.67M -113,099 -47%
CW
16
CreativeOne Wealth
Kansas
$2.95M +$2.61M +110,395 +772%
SPIA
17
Steward Partners Investment Advisory
New York
$2.91M +$1.15M +48,828 +66%
PS
18
Principal Securities
Iowa
$2.5M +$2.43M +102,717 +3,555%
FA
19
FSA Advisors
Michigan
$2.47M +$1.09M +46,006 +79%
GWM
20
GK Wealth Management
Nevada
$2.36M -$322K -13,640 -12%
AWA
21
Authentikos Wealth Advisory
California
$2.3M -$789K -33,373 -26%
SIM
22
Stratos Investment Management
Ohio
$2.04M +$539K +22,804 +36%
FFA
23
Farther Finance Advisors
California
$1.94M -$1.4M -59,361 -42%
SEIA
24
Signature Estate & Investment Advisors
California
$1.92M +$1.92M +81,405 New
WWA
25
WCG Wealth Advisors
Nevada
$1.84M +$1.84M +77,700 New

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.