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

$20.64
+0.14 (+0.68%)
(As of 11:27 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$11.55M
Number of
Institutional Sellers
(last 12 months)
0
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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
4/19/2024 Park Edge Advisors LLC159,991$3.43M1.0%N/A1.733%
2/7/2024Avantax Advisory Services Inc.64,024$1.41M0.0%+19.4%2.592%
2/7/2024Principal Securities Inc.48,904$1.08M0.0%N/A1.980%
2/6/2024Lincoln National Corp31,642$699K0.0%N/A1.281%
1/30/2024Prosperity Wealth Management Inc.30,803$680K0.4%+11.5%1.247%
11/8/2023Avantax Advisory Services Inc.53,622$1.14M0.0%N/A2.171%
11/7/2023Prosperity Wealth Management Inc.27,637$589K0.4%+159.3%1.119%
9/12/2023Prosperity Wealth Management Inc.10,657$240K0.2%N/A0.431%
5/10/2023Simplify Asset Management Inc.202,411$4.62M0.7%+1,323.9%80.964%
2/10/2023Simplify 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, the following institutional investors and hedge funds held shares of Simplify Aggregate Bond PLUS Credit Hedge ETF shares: Simplify Asset Management Inc. ($4.62M), Park Edge Advisors LLC ($3.43M), Avantax Advisory Services Inc. ($1.41M), Principal Securities Inc. ($1.08M), and Lincoln National Corp ($699K), Prosperity Wealth Management Inc. ($680K).Learn more on AGGH's institutional investors.

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

The following institutional investors have purchased Simplify Aggregate Bond PLUS Credit Hedge ETF stock in the last 24 months: Simplify Asset Management Inc. ($188.20K), Park Edge Advisors LLC ($159.99K), Avantax Advisory Services Inc. ($64.02K), Principal Securities Inc. ($48.90K), Lincoln National Corp ($31.64K), and Prosperity Wealth Management Inc. ($30.80K).

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

Institutional investors have bought a total of 523,560 shares in the last 24 months. This purchase volume represents approximately $11.55M 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).

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

Institutional investors have sold a total of 70,243 shares in the last 24 months. This volume of shares sold represents approximately $1.57M in transactions.


This page (NYSEARCA:AGGH) was last updated on 4/29/2024 by MarketBeat.com Staff

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