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Simplify Stable Income ETF

7 hedge funds and large institutions have $37M invested in Simplify Stable Income ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$26.7M +$26.7M +1,069,370 New
PEA
2
Park Edge Advisors
Ohio
$9.12M +$587K +23,513 +7%
KPWS
3
Kestra Private Wealth Services
Texas
$740K +$740K +29,638 New
BRWA
4
B. Riley Wealth Advisors
Florida
$335K -$131K -5,230 -28%
Osaic Holdings
5
Osaic Holdings
Arizona
$46.2K +$46.2K +1,850 New
TAM
6
Tucker Asset Management
Colorado
$30.1K +$200 +8 +0.7%
UBS Group
7
UBS Group
Switzerland
$3.55K +$3.4K +136 +2,267%
Wolverine Trading
8
Wolverine Trading
Illinois
-$413K -16,438 Closed
OMC
9
Old Mission Capital
Illinois
-$297K -11,834 Closed