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Simplify Opportunistic Income ETF

20 hedge funds and large institutions have $59.4M invested in Simplify Opportunistic Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
4
Increased
5
Reduced
10
Closed
3
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
$26.7M -$24.2M -1,013,408 -48%
ACA
2
Ascension Capital Advisors
Texas
$14.6M +$14.6M +610,780 New
AWA
3
Authentikos Wealth Advisory
California
$4.31M +$3.33M +139,524 +341%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$3.85M +$2.72M +113,978 +242%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$2.73M -$119K -4,996 -4%
SPIA
6
Steward Partners Investment Advisory
New York
$1.66M -$1.91K -80 -0.1%
AWM
7
AE Wealth Management
Kansas
$1.24M +$14.8K +619 +1%
CAM
8
Cresset Asset Management
Illinois
$719K -$191K -7,994 -21%
SWA
9
Stratos Wealth Advisors
Ohio
$651K +$57.2K +2,394 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$599K +$599K +25,051 New
PS
11
Principal Securities
Iowa
$529K +$529K +22,130 New
NWM
12
Napa Wealth Management
California
$453K -$20.7K -866 -4%
GLR
13
Great Lakes Retirement
Ohio
$353K -$35.8K -1,498 -9%
Citadel Advisors
14
Citadel Advisors
Florida
$338K -$164K -6,866 -33%
Jane Street
15
Jane Street
New York
$239K -$143K -5,992 -37%
SS
16
Sunbelt Securities
Texas
$199K -$530K -21,098 -73%
UBS Group
17
UBS Group
Switzerland
$164K +$164K +6,846 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$24K -$447 -19 -2%
PSFG
19
Park Square Financial Group
Georgia
$5.66K +$1.46K +61 +35%
T
20
Transce3nd
Texas
$1.86K
Osaic Holdings
21
Osaic Holdings
Arizona
-$73.7K -2,883 Closed
FFO
22
Fortitude Family Office
Arizona
-$15.6K -611 Closed
LRWM
23
Lord & Richards Wealth Management
Colorado
-$14.6K -573 Closed