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Simplify Opportunistic Income ETF
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Overview Fund Activity

6 hedge funds and large institutions have $56M invested in Simplify Opportunistic Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.01M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$939K
3
Citadel Advisors
Citadel Advisors
Florida
+$664K
4
NWM
Napa Wealth Management
California
+$157K
5
UBS Group
UBS Group
Switzerland
+$63.5K

Top Sellers

1
Jane Street
Jane Street
New York
-$576K
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$51.1M +$1.01M +40,247 +2%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$2.62M -$173K -6,912 -6%
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$939K +$939K +37,408 New
Citadel Advisors
4
Citadel Advisors
Florida
$664K +$664K +26,467 New
NWM
5
Napa Wealth Management
California
$560K +$157K +6,248 +39%
UBS Group
6
UBS Group
Switzerland
$63.5K +$63.5K +2,529 New
Jane Street
7
Jane Street
New York
– -$576K -22,745 Closed