Simplify Barrier Income ETF
SBAR
35 hedge funds and large institutions have $63.1M invested in Simplify Barrier Income ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
338% more funds holding
Funds holding: 8 → 35 (+27)
96% more capital invested
Capital invested by funds: $32.3M → $63.1M (+$30.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29.48% less ownership
Funds ownership: 91.12% → 61.64% (-29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.1M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$8.69M |
| 3 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$6.62M |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$3.96M |
| 5 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$21.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWMP
26
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $192K | +$192K | +7,300 | New |
|
|
GA
27
Guerra Advisors
Miami,
Florida
| $162K | +$162K | +6,171 | New |
|
|
ICM
28
Islay Capital Management
Lubbock,
Texas
| $73.5K | +$73.6K | +2,800 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $15.8K | +$15.8K | +600 | New |
|
|
NS
30
NBC Securities
Birmingham,
Alabama
| $13.3K | +$13.3K | +505 | New |
|
|
SIS
31
Sound Income Strategies
Ft Lauderdale,
Florida
| $5.45K | +$5.5K | +209 | New |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| $1.03K | +$1.03K | +39 | New |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $709 | +$710 | +27 | New |
|
|
ACM
34
Anfield Capital Management
Irvine,
California
| $289 | +$289 | +11 | New |
|
35
Wells Fargo
San Francisco,
California
| $22 | +$26 | +1 | New |
|
SBAR Hedge Fund Activity: Q3 2025 in Review
35 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q3 2025, worth a combined $63.1M — up 96% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SBAR positions and 0 closed out — a net gain of 28 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $10.1M. The largest seller was Simplify Asset Management, cutting an estimated $21.7M.
- 35 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $63.1M of Simplify Barrier Income ETF stock for Q3 2025, up 96% quarter-over-quarter.
- 28 funds opened new Simplify Barrier Income ETF positions in Q3 2025 and 0 closed out, a net change of +28 holders.
- The largest Simplify Barrier Income ETF buyer in Q3 2025 was AE Wealth Management, an estimated $10.1M added.
- The largest Simplify Barrier Income ETF seller in Q3 2025 was Simplify Asset Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q3 2025.