Evolution Wealth Management Inc. Buys 49,136 Shares of Simplify Aggregate Bond ETF $AGGH

Evolution Wealth Management Inc. boosted its stake in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH) by 56.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 136,124 shares of the company’s stock after acquiring an additional 49,136 shares during the period. Simplify Aggregate Bond ETF accounts for about 2.0% of Evolution Wealth Management Inc.’s portfolio, making the stock its 9th biggest position. Evolution Wealth Management Inc.’s holdings in Simplify Aggregate Bond ETF were worth $2,770,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Strive Financial Group LLC bought a new stake in shares of Simplify Aggregate Bond ETF during the 4th quarter valued at $30,000. Sound Income Strategies LLC raised its stake in Simplify Aggregate Bond ETF by 588.7% in the fourth quarter. Sound Income Strategies LLC now owns 1,832 shares of the company’s stock valued at $38,000 after purchasing an additional 1,566 shares in the last quarter. NBC Securities Inc. bought a new stake in Simplify Aggregate Bond ETF during the fourth quarter worth about $42,000. International Assets Investment Management LLC acquired a new stake in Simplify Aggregate Bond ETF during the fourth quarter worth about $53,000. Finally, Stance Capital LLC acquired a new stake in Simplify Aggregate Bond ETF during the third quarter worth about $66,000.

Simplify Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGGH opened at $20.18 on Friday. The firm has a 50 day moving average of $20.25 and a 200-day moving average of $20.52. Simplify Aggregate Bond ETF has a 12 month low of $19.98 and a 12 month high of $21.02.

About Simplify Aggregate Bond ETF

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.