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Simplify Opportunistic Income ETF

20 hedge funds and large institutions have $67.1M invested in Simplify Opportunistic Income ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+14
Holders Change %
+233.33%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$54.4M +$2.41M +94,398 +5%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$3.05M +$386K +15,134 +15%
SPIA
3
Steward Partners Investment Advisory
New York
$1.77M +$1.77M +69,469 New
AWM
4
AE Wealth Management
Kansas
$1.31M +$1.31M +51,137 New
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$1.2M +$246K +9,648 +26%
AWA
6
Authentikos Wealth Advisory
California
$1.05M +$1.05M +40,949 New
CAM
7
Cresset Asset Management
Illinois
$973K +$973K +38,102 New
SS
8
Sunbelt Securities
Texas
$741K +$741K +29,043 New
SWA
9
Stratos Wealth Advisors
Ohio
$634K +$634K +24,846 New
Citadel Advisors
10
Citadel Advisors
Florida
$536K -$139K -5,458 -21%
NWM
11
Napa Wealth Management
California
$506K -$63.4K -2,483 -11%
GLR
12
Great Lakes Retirement
Ohio
$416K +$416K +16,281 New
Jane Street
13
Jane Street
New York
$408K +$408K +15,996 New
Osaic Holdings
14
Osaic Holdings
Arizona
$73.7K +$73.7K +2,883 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +1,040 New
FFO
16
Fortitude Family Office
Arizona
$15.6K +$15.6K +611 New
LRWM
17
Lord & Richards Wealth Management
Colorado
$14.6K +$14.6K +573 New
PSFG
18
Park Square Financial Group
Georgia
$4.49K +$4.49K +176 New
T
19
Transce3nd
Texas
$1.99K +$1.99K +78 New
CAWM
20
Capital A Wealth Management
Pennsylvania
$204 +$204 +8 New
UBS Group
21
UBS Group
Switzerland
-$63.5K -2,529 Closed