Simplify Aggregate Bond ETFAGGH
AGGH
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
48% more funds holding
Funds holding: 21 [Q2] → 31 (+10) [Q3]
24% more capital invested
Capital invested by funds: $143M [Q2] → $176M (+$33.6M) [Q3]
1.07% more ownership
Funds ownership: 68.64% [Q2] → 69.71% (+1.07%) [Q3]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for AGGH.
Financial journalist opinion
Neutral
Business Wire
3 weeks ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Positive
Seeking Alpha
2 months ago
Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation
With the Fed recalibrating its monetary policy, it is time for fixed income investors to recalibrate their allocation to bonds to take advantage of this easing cycle. The Simplify Aggregate Bond ETF is a yield-enhanced version of the Bloomberg U.S. Aggregate Bond Index, which seeks a higher yield while also a higher total return with a similar risk profile. Investors looking for broad fixed income exposure in a core bond portfolio with the potential for enhanced yield and seeking higher total return with a similar risk profile to the U.S. Aggregate Bond Index should consider AGGH.
Positive
Seeking Alpha
2 months ago
AGGH: Not That Great Of A Core Bond Holding
AGGH aims to maximize total return through investment-grade bonds and option overlays, and has outperformed aggregate bond indices. Performances, however, can be unpredictable and positions in the fund will expose you to other markets that you may be unaware of. I rate AGGH a Hold. This should be a bond yield enhancer that you hold according to your trust in the fund managers.
Neutral
Business Wire
3 months ago
Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)
NEW YORK--(BUSINESS WIRE)--Simplify announces net asset value restatement for AGGH and SVOL ETFs.
Positive
Seeking Alpha
7 months ago
AGGH: Buy This Bump In The Road
AGGH has outperformed AGG since the fund launched in 2022. The fund is actively managed and uses several strategies to boost performance. However, it dropped sharply in April. This article looks at why it may be a buying opportunity.
Neutral
Seeking Alpha
11 months ago
AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
Simplify Aggregate Bond ETF is an actively managed investment-grade bond ETF. AGGH uses derivatives and leverage and has a high turnover. An overview of the fund follows.
Positive
Seeking Alpha
11 months ago
AGGH: An Interesting Hedged Core Bond Fund
Simplify Aggregate Bond ETF offers bond exposure with reduced risk through hedging mechanisms and active management. The AGGH ETF's portfolio includes bond ETFs, hedging mechanisms such as covered calls and protective puts, and credit default swaps. AGGH has outperformed its benchmark and offers a high distribution yield, but its complexity and high portfolio turnover may not appeal to all investors.
Neutral
Business Wire
1 year ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
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