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Simplify Enhanced Income ETF
HIGH

59 hedge funds and large institutions have $133M invested in Simplify Enhanced Income ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 5

296% more capital invested

Capital invested by funds: $33.6M → $133M (+$99.5M)

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

211% more funds holding

Funds holding: 19 → 59 (+40)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

15.36% more ownership

Funds ownership: 34.63% → 50% (+15%)

Holders
59
Holders Change
+40
Holders Change %
+210.53%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
11
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$19.5M
2
PAG
Private Advisor Group
New Jersey
+$18.1M
3
AIM
Astor Investment Management
Illinois
+$10.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.79M
2
3AM
3EDGE Asset Management
Florida
-$2.19M
3
WAM
Worth Asset Management
Texas
-$1.05M
4
OPAM
Ocean Park Asset Management
California
-$776K
5
PFA
Peak Financial Advisors
Colorado
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
26
Encompass More Asset Management
California
$941K +$948K +38,302 New
ECA
27
Elevated Capital Advisors
Utah
$890K +$897K +36,228 New
AAP
28
Arax Advisory Partners
Colorado
$810K +$257K +10,394 +46%
WAM
29
Worth Asset Management
Texas
$798K -$1.05M -42,364 -57%
HighTower Advisors
30
HighTower Advisors
Illinois
$604K +$610K +24,642 New
OWA
31
Outlook Wealth Advisors
Texas
$550K +$554K +22,379 New
IFG
32
Independent Financial Group
California
$543K +$548K +22,125 New
LCWP
33
Legacy Capital Wealth Partners
Arkansas
$447K +$450K +18,190 New
NA
34
NewEdge Advisors
Louisiana
$440K +$444K +17,930 New
PS
35
Principal Securities
Iowa
$440K +$443K +17,916 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$438K +$442K +17,847 New
AA
37
AlphaMark Advisors
Kentucky
$436K +$231K +9,322 +110%
KAS
38
Kestra Advisory Services
Texas
$394K +$397K +16,037 New
FTUS
39
Flow Traders U.S.
New York
$386K +$389K +15,706 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$362K +$365K +14,732 New
AWA
41
Arete Wealth Advisors
Illinois
$344K +$1.11M +44,816 New
ASN
42
Advisory Services Network
Georgia
$295K +$297K +12,020 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$270K +$272K +10,975 New
AWM
44
Axxcess Wealth Management
California
$269K +$271K +10,954 New
CW
45
CreativeOne Wealth
Kansas
$250K +$252K +10,178 New
FCM
46
Fourpath Capital Management
Oklahoma
$227K +$229K +9,251 New
RPSA
47
Richard P. Slaughter Associates
Texas
$201K +$203K +8,201 New
RCM
48
Raleigh Capital Management
North Carolina
$199K +$200K +8,096 New
GM
49
GeoWealth Management
Illinois
$191K +$192K +7,766 New
FFO
50
Fortitude Family Office
Arizona
$120K +$121K +4,906 New
1
2
3

HIGH Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q4 2023, worth a combined $133M — up 296% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HIGH positions and 5 closed out — a net gain of 40 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $19.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.79M sold.

  • 59 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $133M of Simplify Enhanced Income ETF stock for Q4 2023, up 296% quarter-over-quarter.
  • 45 funds opened new Simplify Enhanced Income ETF positions in Q4 2023 and 5 closed out, a net change of +40 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q4 2023 was Wells Fargo, an estimated $19.5M added.
  • The largest Simplify Enhanced Income ETF seller in Q4 2023 was Old Mission Capital, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2023.