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Simplify Stable Income ETF
BUCK

72 hedge funds and large institutions have $162M invested in Simplify Stable Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

5.06% less ownership

Funds ownership: 51.07% → 46.02% (-5.1%)

8% less capital invested

Capital invested by funds: $175M → $162M (-$13.2M)

11% less funds holding

Funds holding: 81 → 72 (-9)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
72
Holders Change
-9
Holders Change %
-11.11%
% of All Funds
0.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
8
Increased
28
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.08M
2
ECA
Elevated Capital Advisors
Utah
+$3.75M
3
WS
Wedbush Securities
California
+$1.75M
4
PIS
POM Investment Strategies
North Carolina
+$818K
5
IPW
Impact Partnership Wealth
Georgia
+$804K

Top Sellers

1
CCC
Compass Capital Corp
Massachusetts
-$5.09M
2
FA
FSA Advisors
Michigan
-$2.47M
3
AWM
AE Wealth Management
Kansas
-$2.21M
4
EMAM
Encompass More Asset Management
California
-$2.11M
5
PEA
Park Edge Advisors
Ohio
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$24.7M -$2.21M -92,852 -8%
LPL Financial
2
LPL Financial
California
$15.4M +$4.08M +171,847 +36%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4M -$1.72M -72,184 -11%
KAS
4
Kestra Advisory Services
Texas
$9.01M -$29.6K -1,246 -0.3%
ECA
5
Elevated Capital Advisors
Utah
$8.99M +$3.75M +157,817 +72%
PIS
6
POM Investment Strategies
North Carolina
$7.4M +$818K +34,395 +12%
RA
7
RiverTree Advisors
Florida
$7.32M +$523 +22 +0%
PEA
8
Park Edge Advisors
Ohio
$6.53M -$2.06M -86,614 -24%
WS
9
Wedbush Securities
California
$5.99M +$1.75M +73,629 +41%
BCI
10
Brinker Capital Investments
Pennsylvania
$4.4M +$435K +18,296 +11%
HBS
11
Howard Bailey Securities
Indiana
$3.4M +$223K +9,369 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.32M -$1.35M -56,863 -29%
CW
13
CreativeOne Wealth
Kansas
$3.17M +$195K +8,197 +7%
SPIA
14
Steward Partners Investment Advisory
New York
$2.93M – – –
PS
15
Principal Securities
Iowa
$2.91M +$395K +16,602 +16%
EMAM
16
Encompass More Asset Management
California
$2.6M -$2.11M -88,840 -45%
AWA
17
Authentikos Wealth Advisory
California
$2.17M -$148K -6,245 -6%
GWM
18
GK Wealth Management
Nevada
$2.07M -$311K -13,083 -13%
FFA
19
Farther Finance Advisors
California
$1.66M -$298K -12,533 -15%
IAN
20
Integrated Advisors Network
Texas
$1.64M +$287K +12,083 +21%
PCIA
21
Prime Capital Investment Advisors
Kansas
$1.57M -$55.3K -2,325 -3%
WWA
22
WCG Wealth Advisors
Nevada
$1.51M -$339K -14,241 -18%
IPW
23
Impact Partnership Wealth
Georgia
$1.48M +$804K +33,826 +119%
TF
24
TME Financial
California
$1.44M +$43.4K +1,827 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.42M -$1.58M -66,525 -53%
1
2 3 4

BUCK Hedge Fund Activity: Q3 2025 in Review

72 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Stable Income ETF (BUCK) for Q3 2025, worth a combined $162M — down 7.5% from $175M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BUCK and 8 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 28 added.

The largest buyer was LPL Financial, adding an estimated $4.08M. The largest seller was Compass Capital Corp, exiting entirely with an estimated $5.09M sold.

  • 72 institutional investors held Simplify Stable Income ETF (BUCK) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $162M of Simplify Stable Income ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
  • 8 funds opened new Simplify Stable Income ETF positions in Q3 2025 and 16 closed out, a net change of -8 holders.
  • The largest Simplify Stable Income ETF buyer in Q3 2025 was LPL Financial, an estimated $4.08M added.
  • The largest Simplify Stable Income ETF seller in Q3 2025 was Compass Capital Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q3 2025.