Simplify Bond Bull ETF
RFIX
11 hedge funds and large institutions have $31M invested in Simplify Bond Bull ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
19.09% more ownership
Funds ownership: 34.63% → 53.72% (+19%)
10% more funds holding
Funds holding: 10 → 11 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $33.6M → $31M (-$2.64M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$560K |
| 2 |
LPL Financial
San Diego,
California
|
+$361K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$297K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$199K |
| 5 |
TWD
True Wealth Design
Akron,
Ohio
|
+$93.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.16M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$379K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$71.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.58K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$783 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $21.7M | -$6.16M | -157,339 | -23% |
|
|
TWD
2
True Wealth Design
Akron,
Ohio
| $6.83M | +$93.2K | +2,380 | +1% |
|
|
3
Goldman Sachs
New York
| $579K | +$560K | +14,306 | New |
|
|
MLM
4
Mount Lucas Management
Newtown,
Pennsylvania
| $445K | – | – | – |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $430K | +$7.29K | +186 | +2% |
|
|
6
LPL Financial
San Diego,
California
| $373K | +$361K | +9,207 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $307K | +$297K | +7,589 | New |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $205K | +$199K | +5,073 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $53.1K | – | – | – |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $18.7K | -$783 | -20 | -4% |
|
|
11
UBS Group
Zurich,
Switzerland
| $81 | -$8.58K | -219 | -99% |
|
|
12
Envestnet Asset Management
Chicago,
Illinois
| – | -$379K | -10,443 | Closed |
|
|
AA
13
Ancora Advisors
Cleveland,
Ohio
| – | -$71.9K | -1,980 | Closed |
|
RFIX Hedge Fund Activity: Q1 2026 in Review
11 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Simplify Bond Bull ETF (RFIX) for Q1 2026, worth a combined $31M — down 7.9% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RFIX positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $560K. The largest seller was Jane Street, cutting an estimated $6.16M.
- 11 institutional investors held Simplify Bond Bull ETF (RFIX) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $31M of Simplify Bond Bull ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
- 4 funds opened new Simplify Bond Bull ETF positions in Q1 2026 and 2 closed out, a net change of +2 holders.
- The largest Simplify Bond Bull ETF buyer in Q1 2026 was Goldman Sachs, an estimated $560K added.
- The largest Simplify Bond Bull ETF seller in Q1 2026 was Jane Street, an estimated $6.16M sold.
Based on aggregated 13F filings for Q1 2026.