Simplify Barrier Income ETF
SBAR
57 hedge funds and large institutions have $167M invested in Simplify Barrier Income ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
46% more capital invested
Capital invested by funds: $115M → $167M (+$52.5M)
24% more funds holding
Funds holding: 46 → 57 (+11)
10.28% less ownership
Funds ownership: 74.29% → 64.02% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$12.2M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$6.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.36M |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$4.48M |
| 5 |
GVCM
Global View Capital Management
Waukesha,
Wisconsin
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$3.2M |
| 2 |
CI
CacheTech Inc
Logan,
Utah
|
-$976K |
| 3 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
-$657K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$332K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $90.3K | +$94.6K | +3,681 | New |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $13.5K | -$23.1K | -900 | -62% |
|
|
SIS
53
Sound Income Strategies
Ft Lauderdale,
Florida
| $8.59K | -$15.6K | -605 | -63% |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $1.02K | +$26 | +1 | +2% |
|
55
Osaic Holdings
Scottsdale,
Arizona
| $785 | – | – | – |
|
56
Morgan Stanley
New York
| $57 | +$51 | +2 | New |
|
57
Wells Fargo
San Francisco,
California
| $39 | – | – | – |
|
|
CI
58
CacheTech Inc
Logan,
Utah
| – | -$976K | -37,302 | Closed |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$332K | -12,682 | Closed |
|
|
LAS
60
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$235K | -8,971 | Closed |
|
|
ACM
61
Anfield Capital Management
Irvine,
California
| – | -$1.15K | -44 | Closed |
|
SBAR Hedge Fund Activity: Q1 2026 in Review
57 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q1 2026, worth a combined $167M — up 46% from $115M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SBAR positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Principal Securities, adding an estimated $12.2M. The largest seller was POM Investment Strategies, cutting an estimated $3.2M.
- 57 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q1 2026, up from 46 in Q4 2025.
- Funds reported $167M of Simplify Barrier Income ETF stock for Q1 2026, up 46% quarter-over-quarter.
- 16 funds opened new Simplify Barrier Income ETF positions in Q1 2026 and 4 closed out, a net change of +12 holders.
- The largest Simplify Barrier Income ETF buyer in Q1 2026 was Principal Securities, an estimated $12.2M added.
- The largest Simplify Barrier Income ETF seller in Q1 2026 was POM Investment Strategies, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2026.