Simplify Aggregate Bond ETF $AGGH Shares Newly Acquired by Henderson Brothers Financial Partners LLC

Henderson Brothers Financial Partners LLC acquired a new stake in Simplify Aggregate Bond ETF (NYSEARCA:AGGH) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 104,791 shares of the company’s stock, valued at approximately $1,984,000. Simplify Aggregate Bond ETF comprises approximately 0.7% of Henderson Brothers Financial Partners LLC’s holdings, making the stock its 25th biggest position. Henderson Brothers Financial Partners LLC owned approximately 0.43% of Simplify Aggregate Bond ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sowell Financial Services LLC bought a new position in Simplify Aggregate Bond ETF during the 3rd quarter worth approximately $46,760,000. Gradient Investments LLC acquired a new position in shares of Simplify Aggregate Bond ETF in the 3rd quarter worth approximately $38,552,000. Financial Enhancement Group LLC bought a new stake in shares of Simplify Aggregate Bond ETF in the 3rd quarter valued at approximately $5,619,000. Envestnet Asset Management Inc. increased its holdings in shares of Simplify Aggregate Bond ETF by 12.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,350,119 shares of the company’s stock valued at $27,232,000 after acquiring an additional 153,424 shares during the last quarter. Finally, IFS Group LLC bought a new stake in shares of Simplify Aggregate Bond ETF in the 1st quarter valued at approximately $2,844,000.

Simplify Aggregate Bond ETF Price Performance

AGGH stock opened at $19.35 on Friday. Simplify Aggregate Bond ETF has a 12-month low of $18.73 and a 12-month high of $21.00. The stock’s 50 day simple moving average is $19.25 and its 200 day simple moving average is $20.06.

Simplify Aggregate Bond ETF Company Profile

The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is a fund-of-funds that seeks total return by providing exposure to US investment-grade bonds combined with several credit hedging strategies. The fund is actively managed. AGGH was launched on Feb 14, 2022 and is managed by Simplify.