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Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) Institutional Ownership

$20.69 -0.12 (-0.58%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Simplify Aggregate Bond PLUS Credit Hedge ETF (NYSEARCA:AGGH)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$38.88M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.99M
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AGGH Institutional Buying and Selling by Quarter

Simplify Aggregate Bond PLUS Credit Hedge ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Legacy Investment Solutions LLC43,468$899K0.6%N/A0.467%
11/15/2024Jane Street Group LLC52,777$1.15M0.0%N/A0.567%
11/15/2024 Wolverine Trading LLC24,519$532K0.0%N/A0.264%
11/15/2024 Integrated Wealth Concepts LLC14,790$321K0.0%+13.2%0.159%
11/13/2024 Townsquare Capital LLC41,417$899K0.0%N/A0.445%
11/12/2024 Nwam LLC100,319$2.18M0.1%N/A1.079%
11/7/2024 Napa Wealth Management65,148$1.41M0.7%N/A0.701%
11/7/2024 Thrivent Financial for Lutherans23,073$501K0.0%+42.0%0.248%
11/6/2024 Simplify Asset Management Inc.5,193,254$112.75M5.2%+6.1%55.841%
11/5/2024 Aptus Capital Advisors LLC8,304$180K0.0%-20.4%0.089%
11/4/2024 Sigma Planning Corp9,329$203K0.0%-20.5%0.100%
11/1/2024 SFG Wealth Management LLC.75,245$1.63M0.9%N/A0.809%
10/25/2024 Andina Capital Management LLC226,122$4.91M3.7%+46.1%2.431%
10/25/2024 Integrated Advisors Network LLC17,799$386K0.0%N/A0.191%
10/24/2024 Park Edge Advisors LLC161,098$3.50M1.0%-29.0%1.732%
10/22/2024 International Assets Investment Management LLC75,299$1.64M0.0%+2,073.1%0.810%
7/31/2024Commonwealth Equity Services LLC16,183$336K0.0%-57.6%0.174%
7/30/2024 International Assets Investment Management LLC3,465$72K0.0%N/A0.037%
7/26/2024 Park Edge Advisors LLC227,051$4.71M1.4%+41.9%2.441%
7/16/2024 Andina Capital Management LLC154,814$3.21M2.4%N/A1.665%
5/10/2024 Nwam LLC101,829$2.12M0.2%N/A1.095%
5/8/2024 Avantax Advisory Services Inc.78,256$1.68M0.0%+22.2%0.841%
5/2/2024 Lincoln National Corp336,207$7.21M0.1%+962.5%3.643%
4/30/2024Commonwealth Equity Services LLC38,204$819K0.0%N/A0.414%
4/19/2024 Park Edge Advisors LLC159,991$3.43M1.0%N/A1.733%
2/7/2024 Avantax Advisory Services Inc.64,024$1.41M0.0%+19.4%2.592%
2/7/2024 Principal Securities Inc.48,904$1.08M0.0%N/A1.980%
2/6/2024 Lincoln National Corp31,642$699K0.0%N/A1.281%
1/30/2024 Prosperity Wealth Management Inc.30,803$680K0.4%+11.5%1.247%
11/8/2023 Avantax Advisory Services Inc.53,622$1.14M0.0%N/A2.171%
11/7/2023 Prosperity Wealth Management Inc.27,637$589K0.4%+159.3%1.119%
9/12/2023 Prosperity Wealth Management Inc.10,657$240K0.2%N/A0.431%
5/10/2023 Simplify Asset Management Inc.202,411$4.62M0.7%+1,323.9%80.964%
2/10/2023 Simplify Asset Management Inc.14,215$318K0.0%-83.2%17.769%
(Data available from 1/1/2016 forward)

AGGH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGGH shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Simplify Aggregate Bond PLUS Credit Hedge ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($112.75M), Lincoln National Corp ($7.21M), Andina Capital Management LLC ($4.91M), Park Edge Advisors LLC ($3.50M), Nwam LLC ($2.18M), Avantax Advisory Services Inc. ($1.68M), and International Assets Investment Management LLC ($1.64M).Learn more on AGGH's institutional investors.

Which institutional investors have been buying Simplify Aggregate Bond PLUS Credit Hedge ETF stock?

Of the 19 institutional investors that purchased Simplify Aggregate Bond PLUS Credit Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($484.71K), Lincoln National Corp ($336.21K), Park Edge Advisors LLC ($227.05K), Andina Capital Management LLC ($226.12K), Nwam LLC ($202.15K), Avantax Advisory Services Inc. ($78.26K), and International Assets Investment Management LLC ($75.30K).

How much institutional buying is happening at Simplify Aggregate Bond PLUS Credit Hedge ETF?

Institutional investors have bought a total of 2,076,629 shares in the last 24 months. This purchase volume represents approximately $44.92M in transactions.

Which Simplify Aggregate Bond PLUS Credit Hedge ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Aggregate Bond PLUS Credit Hedge ETF stock in the last 24 months: Simplify Asset Management Inc. ($70.24K), Park Edge Advisors LLC ($65.95K), Commonwealth Equity Services LLC ($22.02K), Sigma Planning Corp ($2.40K), and Aptus Capital Advisors LLC ($2.13K).

How much institutional selling is happening at Simplify Aggregate Bond PLUS Credit Hedge ETF?

Institutional investors have sold a total of 162,749 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.



This page (NYSEARCA:AGGH) was last updated on 11/17/2024 by MarketBeat.com Staff
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