RFIX

Simplify Bond Bull ETF
RFIX

9 hedge funds and large institutions have $32.5M invested in Simplify Bond Bull ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 8 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

less capital invested

Capital invested by funds: $ → $

50% less funds holding

Funds holding: 18 → 9 (-9)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$14.6M
2
+$328K
3
+$108K
4
PS
Principal Securities
Iowa
+$108K
5
UBS Group
UBS Group
Switzerland
+$9.1K

Top Sellers

1
-$4.43M
2
-$1.41M
3
-$1.03M
4
PCS
Private Client Services
Kentucky
-$978K
5
IFO
Intrepid Family Office
Florida
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$25.2M
TWD
2
True Wealth Design
Ohio
$6.04M
MLM
3
Mount Lucas Management
Pennsylvania
$399K
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$379K
PS
5
Principal Securities
Iowa
$379K
AA
6
Ancora Advisors
Ohio
$71.9K
SPIA
7
Steward Partners Investment Advisory
New York
$47.6K
AWM
8
AE Wealth Management
Kansas
$17.5K
UBS Group
9
UBS Group
Switzerland
$8.02K
FF
10
Fluent Financial
Texas
–
SAM
11
Simplify Asset Management
Nevada
–
MA
12
Mutual Advisors
Nebraska
–
PCS
13
Private Client Services
Kentucky
–
IFO
14
Intrepid Family Office
Florida
–
OMC
15
Old Mission Capital
Illinois
–
GWM
16
GK Wealth Management
Nevada
–
MA
17
Montag & Associates
Georgia
–