We are live on ! Find out more
RFIX

Simplify Bond Bull ETF

10 hedge funds and large institutions have $33.6M invested in Simplify Bond Bull ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

8.5% more ownership

Funds ownership: 26.13%34.63% (+8.5%)

2% more capital invested

Capital invested by funds: $32.9M → $33.6M (+$676K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

44% less funds holding

Funds holding: 1810 (-8)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
10
Holders Change
-8
Holders Change %
-44.44%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
5
Reduced
2
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$25.2M +$14.6M +354,584 +104%
TWD
2
True Wealth Design
Ohio
$6.04M +$328K +7,973 +5%
PWM
3
Prosperity Wealth Management
California
$1.07M +$129K +3,126 +12%
MLM
4
Mount Lucas Management
Pennsylvania
$399K -$26.8K -650 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$379K +$108K +2,613 +33%
PS
6
Principal Securities
Iowa
$379K +$108K +2,613 +33%
AA
7
Ancora Advisors
Ohio
$71.9K
SPIA
8
Steward Partners Investment Advisory
New York
$47.6K
AWM
9
AE Wealth Management
Kansas
$17.5K -$10.3K -251 -34%
UBS Group
10
UBS Group
Switzerland
$8.02K +$9.1K +221 New
FF
11
Fluent Financial
Texas
-$4.43M -103,777 Closed
SAM
12
Simplify Asset Management
Nevada
-$1.41M -33,000 Closed
MA
13
Mutual Advisors
Nebraska
-$1.03M -23,594 Closed
PCS
14
Private Client Services
Kentucky
-$978K -22,888 Closed
IFO
15
Intrepid Family Office
Florida
-$641K -15,000 Closed
OMC
16
Old Mission Capital
Illinois
-$290K -6,784 Closed
GWM
17
GK Wealth Management
Nevada
-$257K -6,028 Closed
MA
18
Montag & Associates
Georgia
-$66.7K -1,561 Closed

RFIX Hedge Fund Activity: Q4 2025 in Review

10 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simplify Bond Bull ETF (RFIX) for Q4 2025, worth a combined $33.6M — up 2.1% from $32.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RFIX and 1 opened new positions — a net loss of 7 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, adding an estimated $14.6M. The largest seller was Fluent Financial, exiting entirely with an estimated $4.43M sold.

  • 10 institutional investors held Simplify Bond Bull ETF (RFIX) as of Q4 2025, down from 18 in Q3 2025.
  • Funds reported $33.6M of Simplify Bond Bull ETF stock for Q4 2025, up 2.1% quarter-over-quarter.
  • 1 fund opened new Simplify Bond Bull ETF positions in Q4 2025 and 8 closed out, a net change of -7 holders.
  • The largest Simplify Bond Bull ETF buyer in Q4 2025 was Jane Street, an estimated $14.6M added.
  • The largest Simplify Bond Bull ETF seller in Q4 2025 was Fluent Financial, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2025.