Simplify Bond Bull ETF
RFIX
22 hedge funds and large institutions have $63M invested in Simplify Bond Bull ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0.13% less ownership
Funds ownership: 41.6% → 41.47% (-0.13%)
7% less capital invested
Capital invested by funds: $67.9M → $63M (-$4.89M)
21% less funds holding
Funds holding: 28 → 22 (-6)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$20.3M |
| 2 |
TWD
True Wealth Design
Akron,
Ohio
|
+$7.36M |
| 3 |
FF
Fluent Financial
Dallas,
Texas
|
+$4.71M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.24M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$956K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$12.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.48M |
| 3 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$4.32M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.7M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
26
Simplify Asset Management
Las Vegas,
Nevada
| – | -$2M | -37,400 | Closed |
|
|
PIS
27
POM Investment Strategies
Raleigh,
North Carolina
| – | -$1.9M | -35,430 | Closed |
|
|
HBS
28
Howard Bailey Securities
Fort Wayne,
Indiana
| – | -$847K | -15,833 | Closed |
|
|
AWA
29
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$638K | -11,934 | Closed |
|
|
TC
30
TownSquare Capital
Provo,
Utah
| – | -$577K | -10,780 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$567K | -10,604 | Closed |
|
|
WWM
32
Whalen Wealth Management
Las Vegas,
Nevada
| – | -$496K | -9,275 | Closed |
|
|
FA
33
FSA Advisors
Troy,
Michigan
| – | -$408K | -7,626 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$352K | -6,582 | Closed |
|
|
DRP
35
Decker Retirement Planning
Levi,
Utah
| – | -$99.9K | -1,867 | Closed |
|
|
T
36
Transce3nd
Kyle,
Texas
| – | -$65K | -1,215 | Closed |
|
|
PSFG
37
Park Square Financial Group
Roswell,
Georgia
| – | -$17.9K | -335 | Closed |
|
RFIX Hedge Fund Activity: Q2 2025 in Review
22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Bond Bull ETF (RFIX) for Q2 2025, worth a combined $63M — down 7.2% from $67.9M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of RFIX and 10 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $20.3M. The largest seller was Trek Financial, exiting entirely with an estimated $12.5M sold.
- 22 institutional investors held Simplify Bond Bull ETF (RFIX) as of Q2 2025, down from 28 in Q1 2025.
- Funds reported $63M of Simplify Bond Bull ETF stock for Q2 2025, down 7.2% quarter-over-quarter.
- 10 funds opened new Simplify Bond Bull ETF positions in Q2 2025 and 15 closed out, a net change of -5 holders.
- The largest Simplify Bond Bull ETF buyer in Q2 2025 was Jane Street, an estimated $20.3M added.
- The largest Simplify Bond Bull ETF seller in Q2 2025 was Trek Financial, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2025.