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RFIX

Simplify Bond Bull ETF
RFIX

28 hedge funds and large institutions have $67.9M invested in Simplify Bond Bull ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,678% more capital invested

Capital invested by funds: $3.82M → $67.9M (+$64.1M)

1,300% more funds holding

Funds holding: 2 → 28 (+26)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29.57% more ownership

Funds ownership: 12.03% → 41.6% (+30%)

Holders
28
Holders Change
+26
Holders Change %
+1,300%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FF
Fluent Financial
Texas
+$20.3M
2
TF
Trek Financial
Arizona
+$12.2M
3
AWM
AE Wealth Management
Kansas
+$5.84M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$4.59M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.61M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1
Fluent Financial
Texas
$20.8M +$20.3M +388,897 New
TF
2
Trek Financial
Arizona
$12.5M +$12.2M +233,253 New
AWM
3
AE Wealth Management
Kansas
$5.98M +$5.84M +111,835 New
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.7M +$4.59M +87,870 New
WI
5
WJ Interests
Texas
$4.07M +$255K +4,895 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.7M +$3.61M +69,080 New
Barclays
7
Barclays
United Kingdom
$3.21M +$3.13M +60,000 New
SAM
8
Simplify Asset Management
Nevada
$2M +$1.95M +37,400 New
PIS
9
POM Investment Strategies
North Carolina
$1.9M +$1.85M +35,430 New
MLM
10
Mount Lucas Management
Pennsylvania
$1.6M +$1.57M +30,000 New
HBS
11
Howard Bailey Securities
Indiana
$847K +$826K +15,833 New
PWM
12
Prosperity Wealth Management
California
$823K +$803K +15,384 New
IFO
13
Intrepid Family Office
Florida
$803K +$783K +15,000 New
GWM
14
GK Wealth Management
Nevada
$685K +$668K +12,801 New
AWA
15
Authentikos Wealth Advisory
California
$638K +$623K +11,934 New
Jane Street
16
Jane Street
New York
$599K +$585K +11,205 New
TC
17
TownSquare Capital
Utah
$577K +$563K +10,780 New
HF
18
HRT Financial
New York
$567K +$553K +10,604 New
WWM
19
Whalen Wealth Management
Nevada
$496K +$484K +9,275 New
FA
20
FSA Advisors
Michigan
$408K +$398K +7,626 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$352K +$344K +6,582 New
UBS Group
22
UBS Group
Switzerland
$235K +$229K +4,385 New
AA
23
Ancora Advisors
Ohio
$102K +$99.2K +1,900 New
DRP
24
Decker Retirement Planning
Utah
$99.9K +$97.4K +1,867 New
CSC
25
Cove Street Capital
California
$69.6K +$67.9K +1,301 New
1
2

RFIX Hedge Fund Activity: Q1 2025 in Review

28 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simplify Bond Bull ETF (RFIX) for Q1 2025, worth a combined $67.9M — up 1,678% from $3.82M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RFIX positions and 0 closed out — a net gain of 26 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Fluent Financial, opening a new position worth an estimated $20.3M.

  • 28 institutional investors held Simplify Bond Bull ETF (RFIX) as of Q1 2025, up from 2 in Q4 2024.
  • Funds reported $67.9M of Simplify Bond Bull ETF stock for Q1 2025, up 1,678% quarter-over-quarter.
  • 26 funds opened new Simplify Bond Bull ETF positions in Q1 2025 and 0 closed out, a net change of +26 holders.
  • The largest Simplify Bond Bull ETF buyer in Q1 2025 was Fluent Financial, an estimated $20.3M added.

Based on aggregated 13F filings for Q1 2025.