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Simplify Enhanced Income ETF
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Overview Fund Activity

58 hedge funds and large institutions have $133M invested in Simplify Enhanced Income ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+39
Holders Change %
+205.26%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
11
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.3M
2
PAG
2
Private Advisor Group
New Jersey
$18M
3
AIM
3
Astor Investment Management
Illinois
$10.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.94M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.49M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
3AM
2
3EDGE Asset Management
Florida
$3.1M
3
WAM
3
Worth Asset Management
Texas
$798K
4
OPAM
4
Ocean Park Asset Management
California
$0
5
PFA
5
Peak Financial Advisors
Colorado
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMAM
26
Encompass More Asset Management
California
$941K +$941K +38,302 New
ECA
27
Elevated Capital Advisors
Utah
$890K +$890K +36,228 New
AAP
28
Arax Advisory Partners
Colorado
$810K +$255K +10,394 +46%
WAM
29
Worth Asset Management
Texas
$798K -$1.04M -42,364 -57%
HighTower Advisors
30
HighTower Advisors
Illinois
$604K +$604K +24,642 New
OWA
31
Outlook Wealth Advisors
Texas
$550K +$550K +22,379 New
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$447K +$447K +18,190 New
NA
33
NewEdge Advisors
Louisiana
$440K +$440K +17,930 New
PS
34
Principal Securities
Iowa
$440K +$440K +17,916 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$438K +$438K +17,847 New
AA
36
AlphaMark Advisors
Kentucky
$436K +$229K +9,322 +110%
KAS
37
Kestra Advisory Services
Texas
$394K +$394K +16,037 New
FTUS
38
Flow Traders U.S.
New York
$386K +$386K +15,706 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$362K +$362K +14,732 New
AWA
40
Arete Wealth Advisors
Illinois
$344K +$344K +44,816 New
ASN
41
Advisory Services Network
Georgia
$295K +$295K +12,020 New
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$270K +$270K +10,975 New
AWM
43
Axxcess Wealth Management
California
$269K +$269K +10,954 New
CW
44
CreativeOne Wealth
Kansas
$250K +$250K +10,178 New
FCM
45
Fourpath Capital Management
Oklahoma
$227K +$227K +9,251 New
RPSA
46
Richard P. Slaughter Associates
Texas
$201K +$201K +8,201 New
RCM
47
Raleigh Capital Management
North Carolina
$199K +$199K +8,096 New
GM
48
GeoWealth Management
Illinois
$191K +$191K +7,766 New
FFO
49
Fortitude Family Office
Arizona
$120K +$120K +4,906 New
IA
50
IFP Advisors
Florida
$104K +$104K +4,225 New
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2
3