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RFIX

Simplify Bond Bull ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+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: 2822 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
22
Holders Change
-6
Holders Change %
-21.43%
% of All Funds
0.29%
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
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
1
Fluent Financial
Texas
$23.5M +$4.71M +94,841 +24%
Jane Street
2
Jane Street
New York
$20.4M +$20.3M +409,069 +3,651%
TWD
3
True Wealth Design
Ohio
$7.2M +$7.36M +148,013 New
WI
4
WJ Interests
Texas
$3.82M +$118K +2,378 +3%
LPL Financial
5
LPL Financial
California
$2.19M +$2.24M +45,127 New
MLM
6
Mount Lucas Management
Pennsylvania
$1.46M
OMC
7
Old Mission Capital
Illinois
$935K +$956K +19,227 New
PWM
8
Prosperity Wealth Management
California
$787K +$40.4K +812 +5%
IFO
9
Intrepid Family Office
Florida
$713K
GWM
10
GK Wealth Management
Nevada
$359K -$269K -5,420 -42%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$331K +$339K +6,812 New
PS
12
Principal Securities
Iowa
$331K +$339K +6,812 New
MPW
13
Magnolia Private Wealth
Pennsylvania
$207K +$211K +4,251 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$195K +$200K +4,020 New
AA
15
Ancora Advisors
Ohio
$96.3K +$3.98K +80 +4%
UBS Group
16
UBS Group
Switzerland
$86.9K -$129K -2,598 -59%
AWM
17
AE Wealth Management
Kansas
$79.4K -$5.48M -110,201 -99%
MA
18
Montag & Associates
Georgia
$75.9K +$77.6K +1,561 New
SPIA
19
Steward Partners Investment Advisory
New York
$63.8K +$65.2K +1,312 New
CSC
20
Cove Street Capital
California
$63.3K
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.8K -$4.32M -86,969 -99%
Bank of America
22
Bank of America
North Carolina
$5.06K +$5.17K +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

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.