RFIX

Simplify Bond Bull ETF
RFIX

Overview Fund Activity

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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
5
Reduced
4
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$20.4M
2
TWD
True Wealth Design
Ohio
$7.2M
3
FF
Fluent Financial
Texas
$23.5M
4
LPL Financial
LPL Financial
California
$2.19M
5
OMC
Old Mission Capital
Illinois
$935K

Top Sellers

1
TF
Trek Financial
Arizona
$0
2
AWM
AE Wealth Management
Kansas
$79.4K
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.8K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
1
Fluent Financial
Texas
$23.5M +$4.61M +94,841 +24%
Jane Street
2
Jane Street
New York
$20.4M +$19.9M +409,069 +3,651%
TWD
3
True Wealth Design
Ohio
$7.2M +$7.2M +148,013 New
WI
4
WJ Interests
Texas
$3.82M +$116K +2,378 +3%
LPL Financial
5
LPL Financial
California
$2.19M +$2.19M +45,127 New
MLM
6
Mount Lucas Management
Pennsylvania
$1.46M – – –
OMC
7
Old Mission Capital
Illinois
$935K +$935K +19,227 New
PWM
8
Prosperity Wealth Management
California
$787K +$39.5K +812 +5%
IFO
9
Intrepid Family Office
Florida
$713K – – –
GWM
10
GK Wealth Management
Nevada
$359K -$264K -5,420 -42%
PS
11
Principal Securities
Iowa
$331K +$331K +6,812 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$331K +$331K +6,812 New
MPW
13
Magnolia Private Wealth
Pennsylvania
$207K +$207K +4,251 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$195K +$195K +4,020 New
AA
15
Ancora Advisors
Ohio
$96.3K +$3.89K +80 +4%
UBS Group
16
UBS Group
Switzerland
$86.9K -$126K -2,598 -59%
AWM
17
AE Wealth Management
Kansas
$79.4K -$5.36M -110,201 -99%
MA
18
Montag & Associates
Georgia
$75.9K +$75.9K +1,561 New
SPIA
19
Steward Partners Investment Advisory
New York
$63.8K +$63.8K +1,312 New
CSC
20
Cove Street Capital
California
$63.3K – – –
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.8K -$4.23M -86,969 -99%
Bank of America
22
Bank of America
North Carolina
$5.06K +$5.06K +104 New
TF
23
Trek Financial
Arizona
– -$12.5M -233,253 Closed
HighTower Advisors
24
HighTower Advisors
Illinois
– -$3.7M -69,080 Closed
Barclays
25
Barclays
United Kingdom
– -$3.21M -60,000 Closed
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