Simplify Barrier Income ETF
SBAR
46 hedge funds and large institutions have $115M invested in Simplify Barrier Income ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
82% more capital invested
Capital invested by funds: $63.1M → $115M (+$51.5M)
31% more funds holding
Funds holding: 35 → 46 (+11)
12.66% more ownership
Funds ownership: 61.64% → 74.29% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.8M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$9.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.76M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.91M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$7.17M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$4.83M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.72M |
| 4 |
Jane Street
New York
|
-$810K |
| 5 |
CCC
Compass Capital Corp
Braintree,
Massachusetts
|
-$557K |
SBAR Hedge Fund Activity: Q4 2025 in Review
46 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in Simplify Barrier Income ETF (SBAR) for Q4 2025, worth a combined $115M — up 82% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SBAR positions and 4 closed out — a net gain of 12 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $24.8M. The largest seller was Simplify Asset Management, exiting entirely with an estimated $7.17M sold.
- 46 institutional investors held Simplify Barrier Income ETF (SBAR) as of Q4 2025, up from 35 in Q3 2025.
- Funds reported $115M of Simplify Barrier Income ETF stock for Q4 2025, up 82% quarter-over-quarter.
- 16 funds opened new Simplify Barrier Income ETF positions in Q4 2025 and 4 closed out, a net change of +12 holders.
- The largest Simplify Barrier Income ETF buyer in Q4 2025 was Bank of America, an estimated $24.8M added.
- The largest Simplify Barrier Income ETF seller in Q4 2025 was Simplify Asset Management, an estimated $7.17M sold.
Based on aggregated 13F filings for Q4 2025.