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SBAR

Simplify Barrier Income ETF

8 hedge funds and large institutions have $32.3M invested in Simplify Barrier Income ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

91.12% more ownership

Funds ownership: 0%91.12% (+91%)

Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$28.8M +$28.3M +1,100,000 New
CW
2
CreativeOne Wealth
Kansas
$1.52M +$1.49M +57,861 New
OMC
3
Old Mission Capital
Illinois
$688K +$676K +26,250 New
CCC
4
Compass Capital Corp
Massachusetts
$559K +$549K +21,320 New
Jane Street
5
Jane Street
New York
$265K +$260K +10,095 New
LIS
6
Legacy Investment Solutions
Idaho
$161K +$158K +6,127 New
LWMI
7
Legacy Wealth Management (Idaho)
Idaho
$161K +$158K +6,127 New
PS
8
Principal Securities
Iowa
$60.9K +$59.8K +2,324 New

SBAR Hedge Fund Activity: Q2 2025 in Review

8 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q2 2025, worth a combined $32.3M.

Buyers outnumbered sellers: 8 funds opened new SBAR positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $28.3M.

  • 8 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $32.3M of Simplify Barrier Income ETF stock for Q2 2025.
  • 8 funds opened new Simplify Barrier Income ETF positions in Q2 2025 and 0 closed out, a net change of +8 holders.
  • The largest Simplify Barrier Income ETF buyer in Q2 2025 was Simplify Asset Management, an estimated $28.3M added.

Based on aggregated 13F filings for Q2 2025.