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Simplify Enhanced Income ETF

54 hedge funds and large institutions have $118M invested in Simplify Enhanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$20.1M
WIM
2
WealthPlan Investment Management
Nebraska
$13.5M
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M
PS
4
Principal Securities
Iowa
$11.2M
LPL Financial
5
LPL Financial
California
$6.13M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31M
PIS
7
POM Investment Strategies
North Carolina
$5.18M
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.4M
LIS
9
Legacy Investment Solutions
Idaho
$4.4M
Osaic Holdings
10
Osaic Holdings
Arizona
$3.81M
ECA
11
Elevated Capital Advisors
Utah
$3.68M
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.76M
WP
13
WealthPLAN Partners
Nebraska
$2.6M
SEA
14
Stegent Equity Advisors
Texas
$2.32M
FA
15
FSA Advisors
Michigan
$2.15M
AWA
16
Authentikos Wealth Advisory
California
$1.67M
EMAM
17
Encompass More Asset Management
California
$1.64M
NWM
18
Napa Wealth Management
California
$1.52M
TF
19
TME Financial
California
$1.47M
UBS Group
20
UBS Group
Switzerland
$1.47M
SPIA
21
Steward Partners Investment Advisory
New York
$1.06M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$963K
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$875K
DRP
24
Decker Retirement Planning
Utah
$650K
BFAG
25
Blackston Financial Advisory Group
Florida
$624K