Simplify Aggregate Bond ETF $AGGH Shares Purchased by Optivise Advisory Services LLC

Optivise Advisory Services LLC increased its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 29.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 136,115 shares of the company’s stock after purchasing an additional 30,860 shares during the period. Simplify Aggregate Bond ETF accounts for approximately 1.4% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 10th biggest position. Optivise Advisory Services LLC owned approximately 0.86% of Simplify Aggregate Bond ETF worth $2,809,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Buck Wealth Strategies LLC raised its holdings in shares of Simplify Aggregate Bond ETF by 5.8% during the second quarter. Buck Wealth Strategies LLC now owns 313,444 shares of the company’s stock valued at $6,469,000 after acquiring an additional 17,281 shares during the last quarter. J Hagan Capital Inc. acquired a new position in Simplify Aggregate Bond ETF in the 1st quarter valued at $6,413,000. Financial Enhancement Group LLC raised its stake in Simplify Aggregate Bond ETF by 66.9% in the 2nd quarter. Financial Enhancement Group LLC now owns 278,103 shares of the company’s stock valued at $5,612,000 after purchasing an additional 111,458 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in Simplify Aggregate Bond ETF by 536.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 194,107 shares of the company’s stock valued at $4,006,000 after purchasing an additional 163,618 shares during the last quarter. Finally, Park Edge Advisors LLC raised its position in shares of Simplify Aggregate Bond ETF by 33.0% in the second quarter. Park Edge Advisors LLC now owns 185,665 shares of the company’s stock valued at $3,832,000 after buying an additional 46,061 shares during the last quarter.

Simplify Aggregate Bond ETF Trading Down 0.2%

Shares of NYSEARCA AGGH opened at $20.71 on Tuesday. The firm has a 50-day simple moving average of $20.81 and a 200-day simple moving average of $20.47. Simplify Aggregate Bond ETF has a 52 week low of $19.41 and a 52 week high of $21.63.

Simplify Aggregate Bond ETF 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.