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Simplify Opportunistic Income ETF

4 hedge funds and large institutions have $53.8M invested in Simplify Opportunistic Income ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
1
TMD Wealth Management
Arizona
$46.2M -$2.37M -94,328 -5%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.16M +$6.16M +245,186 New
Jane Street
3
Jane Street
New York
$1.05M +$270K +10,750 +35%
Citadel Advisors
4
Citadel Advisors
Florida
$321K +$321K +12,752 New
UBS Group
5
UBS Group
Switzerland
-$3.57K -139 Closed