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Simplify Enhanced Income ETF

50 hedge funds and large institutions have $116M invested in Simplify Enhanced Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.5M
WIM
2
WealthPlan Investment Management
Nebraska
$12.9M
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4M
PS
4
Principal Securities
Iowa
$12M
ECA
5
Elevated Capital Advisors
Utah
$8.04M
PIS
6
POM Investment Strategies
North Carolina
$7.21M
LPL Financial
7
LPL Financial
California
$6.64M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.59M
Osaic Holdings
9
Osaic Holdings
Arizona
$3.68M
WP
10
WealthPLAN Partners
Nebraska
$2.49M
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$2.27M
SEA
12
Stegent Equity Advisors
Texas
$2.2M
EMAM
13
Encompass More Asset Management
California
$2.04M
LWMI
14
Legacy Wealth Management (Idaho)
Idaho
$1.92M
AWA
15
Authentikos Wealth Advisory
California
$1.84M
NWM
16
Napa Wealth Management
California
$1.75M
TF
17
TME Financial
California
$1.54M
OMC
18
Old Mission Capital
Illinois
$1.26M
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.14M
Citadel Advisors
20
Citadel Advisors
Florida
$914K
SPIA
21
Steward Partners Investment Advisory
New York
$913K
BFAG
22
Blackston Financial Advisory Group
Florida
$905K
SF
23
Summit Financial
New Jersey
$850K
IC
24
IEQ Capital
California
$737K
RWA
25
Redhawk Wealth Advisors
Minnesota
$736K