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Simplify Stable Income ETF
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Overview Fund Activity

33 hedge funds and large institutions have $156M invested in Simplify Stable Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Simplify Asset Management
Nevada
$109M
2
PFA
Peak Financial Advisors
Colorado
$12.5M
3
AWM
AE Wealth Management
Kansas
$6.68M
4
Jane Street
Jane Street
New York
$1.41M
5
KAS
Kestra Advisory Services
Texas
$1.43M

Top Sellers

1
EMAM
Encompass More Asset Management
California
$3.67M
2
KPWS
Kestra Private Wealth Services
Texas
$0
3
OMC
Old Mission Capital
Illinois
$0
4
BRWA
B. Riley Wealth Advisors
Florida
$0
5
FS
Ferguson Shapiro
Georgia
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$109M +$30.3M +1,232,481 +38%
PFA
2
Peak Financial Advisors
Colorado
$12.5M +$6.37M +259,069 +103%
PEA
3
Park Edge Advisors
Ohio
$11M +$640K +26,037 +6%
AWM
4
AE Wealth Management
Kansas
$6.68M +$1.28M +52,217 +24%
EMAM
5
Encompass More Asset Management
California
$3.67M -$530K -21,577 -13%
LAS
6
Lloyd Advisory Services
Georgia
$1.75M +$18.2K +742 +1%
KAS
7
Kestra Advisory Services
Texas
$1.43M +$931K +37,867 +186%
Jane Street
8
Jane Street
New York
$1.41M +$1.08M +43,960 +331%
FS
9
Ferguson Shapiro
Georgia
$1.05M -$48.1K -1,955 -4%
LIS
10
Legacy Investment Solutions
Idaho
$789K +$789K +32,053 New
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$789K +$789K +32,053 New
RWA
12
Redhawk Wealth Advisors
Minnesota
$667K +$304K +12,367 +84%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$611K +$242K +9,830 +65%
NL
14
NWAM LLC
Washington
$572K -$5.46K -222 -0.9%
AWS
15
Atria Wealth Solutions
New York
$496K +$496K +20,077 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$493K +$493K +20,077 New
SWM
17
SFG Wealth Management
Maryland
$476K +$476K +19,363 New
ECA
18
Elevated Capital Advisors
Utah
$451K +$156K +6,332 +53%
HBS
19
Howard Bailey Securities
Indiana
$422K +$422K +17,164 New
AWA
20
Authentikos Wealth Advisory
California
$328K +$328K +13,351 New
GLR
21
Great Lakes Retirement
Ohio
$318K -$5.6K -228 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$304K +$241K +9,823 +388%
CAG
23
Csenge Advisory Group
Florida
$293K +$293K +11,945 New
IA
24
Inspire Advisors
Idaho
$252K +$252K +10,262 New
FFA
25
Farther Finance Advisors
California
$75K +$75K +3,051 New
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