RFIX

Simplify Bond Bull ETF
RFIX

Overview Fund Activity

27 hedge funds and large institutions have $67M invested in Simplify Bond Bull ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

Holders
27
Holders Change
+25
Holders Change %
+1,250%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Fluent Financial
Texas
$20.8M
2
TF
2
Trek Financial
Arizona
$12.5M
3
AWM
3
AE Wealth Management
Kansas
$5.98M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.7M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
FF
1
Fluent Financial
Texas
$20.8M 388,897 +388,897 New
TF
2
Trek Financial
Arizona
$12.5M 233,253 +233,253 New
AWM
3
AE Wealth Management
Kansas
$5.98M 111,835 +111,835 New
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.7M 87,870 +87,870 New
WI
5
WJ Interests
Texas
$4.07M 76,160 +4,895 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.7M 69,080 +69,080 New
Barclays
7
Barclays
United Kingdom
$3.21M 60,000 +60,000 New
SAM
8
Simplify Asset Management
Nevada
$2M 37,400 +37,400 New
PIS
9
POM Investment Strategies
North Carolina
$1.9M 35,430 +35,430 New
MLM
10
Mount Lucas Management
Pennsylvania
$1.61M 30,000 +30,000 New
PWM
11
Prosperity Wealth Management
California
$823K 15,384 +15,384 New
IFO
12
Intrepid Family Office
Florida
$803K 15,000 +15,000 New
GWM
13
GK Wealth Management
Nevada
$685K 12,801 +12,801 New
AWA
14
Authentikos Wealth Advisory
California
$610K 11,404 +11,404 New
Jane Street
15
Jane Street
New York
$599K 11,205 +11,205 New
TC
16
TownSquare Capital
Utah
$577K 10,780 +10,780 New
HF
17
HRT Financial
New York
$567K 10,604 +10,604 New
WWM
18
Whalen Wealth Management
Nevada
$496K 9,275 +9,275 New
FA
19
FSA Advisors
Michigan
$408K 7,626 +7,626 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$352K 6,582 +6,582 New
UBS Group
21
UBS Group
Switzerland
$235K 4,385 +4,385 New
AA
22
Ancora Advisors
Ohio
$102K 1,900 +1,900 New
DRP
23
Decker Retirement Planning
Utah
$99.9K 1,867 +1,867 New
CSC
24
Cove Street Capital
California
$69.6K 1,301 +1,301 New
T
25
Transce3nd
Texas
$65K 1,215 +1,215 New
1
2