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RFIX

Simplify Bond Bull ETF

18 hedge funds and large institutions have $32.9M invested in Simplify Bond Bull ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.34% less ownership

Funds ownership: 41.47%26.13% (-15%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

18% less funds holding

Funds holding: 2218 (-4)

48% less capital invested

Capital invested by funds: $63M → $32.9M (-$30.1M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
3
Increased
5
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$14.5M -$3.53M -80,441 -19%
TWD
2
True Wealth Design
Ohio
$6.77M +$458K +10,426 +7%
FF
3
Fluent Financial
Texas
$4.43M -$16.7M -379,961 -79%
SAM
4
Simplify Asset Management
Nevada
$1.41M +$1.45M +33,000 New
PWM
5
Prosperity Wealth Management
California
$1.13M +$450K +10,256 +63%
MA
6
Mutual Advisors
Nebraska
$1.03M +$1.04M +23,594 New
PCS
7
Private Client Services
Kentucky
$978K +$1M +22,888 New
IFO
8
Intrepid Family Office
Florida
$641K
MLM
9
Mount Lucas Management
Pennsylvania
$498K -$805K -18,350 -61%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$334K +$44.7K +1,018 +15%
PS
11
Principal Securities
Iowa
$334K +$44.7K +1,018 +15%
OMC
12
Old Mission Capital
Illinois
$290K -$546K -12,443 -65%
GWM
13
GK Wealth Management
Nevada
$257K -$59.4K -1,353 -18%
CSC
14
Cove Street Capital
California
$88.6K +$34K +774 +59%
AA
15
Ancora Advisors
Ohio
$84.6K
MA
16
Montag & Associates
Georgia
$66.7K
SPIA
17
Steward Partners Investment Advisory
New York
$56K
AWM
18
AE Wealth Management
Kansas
$31.3K -$39.5K -901 -55%
WI
19
WJ Interests
Texas
-$3.82M -78,538 Closed
LPL Financial
20
LPL Financial
California
-$2.19M -45,127 Closed
MPW
21
Magnolia Private Wealth
Pennsylvania
-$207K -4,251 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$195K -4,020 Closed
UBS Group
23
UBS Group
Switzerland
-$86.9K -1,787 Closed
BCMLT
24
Beacon Capital Management LLC (Tennessee)
Tennessee
-$43.8K -901 Closed
Bank of America
25
Bank of America
North Carolina
-$5.06K -104 Closed

RFIX Hedge Fund Activity: Q3 2025 in Review

18 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Simplify Bond Bull ETF (RFIX) for Q3 2025, worth a combined $32.9M — down 48% from $63M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RFIX and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $1.45M. The largest seller was Fluent Financial, cutting an estimated $16.7M.

  • 18 institutional investors held Simplify Bond Bull ETF (RFIX) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $32.9M of Simplify Bond Bull ETF stock for Q3 2025, down 48% quarter-over-quarter.
  • 3 funds opened new Simplify Bond Bull ETF positions in Q3 2025 and 7 closed out, a net change of -4 holders.
  • The largest Simplify Bond Bull ETF buyer in Q3 2025 was Simplify Asset Management, an estimated $1.45M added.
  • The largest Simplify Bond Bull ETF seller in Q3 2025 was Fluent Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.