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Simplify Enhanced Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $225M invested in Simplify Enhanced Income ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
22
Increased
28
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PBM
Propel Bio Management
California
$28M
2
WIM
WealthPlan Investment Management
Nebraska
$16.1M
3
RPSA
Richard P. Slaughter Associates
Texas
$14M
4
WP
WealthPLAN Partners
Nebraska
$9.38M
5
3AM
3EDGE Asset Management
Florida
$11.2M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
$5.04M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.72M
3
AWM
AE Wealth Management
Kansas
$1.85M
4
Wells Fargo
Wells Fargo
California
$18.4M
5
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$2.18M +$480K +19,686 +28%
AWM
27
AE Wealth Management
Kansas
$1.85M -$2.28M -93,378 -55%
PHS
28
Pekin Hardy Strauss
Illinois
$1.78M +$448K +18,375 +34%
PWM
29
Prosperity Wealth Management
California
$1.63M -$222K -9,086 -12%
CW
30
CreativeOne Wealth
Kansas
$1.48M +$1.23M +50,316 +494%
FTUS
31
Flow Traders U.S.
New York
$1.47M +$1.09M +44,666 +284%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$166K +6,811 +13%
CA
33
Continuum Advisory
Idaho
$1.37M +$11K +451 +0.8%
NFP
34
Narus Financial Partners
Utah
$1.23M +$37.1K +1,520 +3%
EMAM
35
Encompass More Asset Management
California
$1.01M +$78K +3,198 +8%
AAP
36
Arax Advisory Partners
Colorado
$725K -$79.7K -3,267 -10%
GM
37
GeoWealth Management
Illinois
$698K +$508K +20,836 +268%
HighTower Advisors
38
HighTower Advisors
Illinois
$694K +$92.4K +3,786 +15%
ECA
39
Elevated Capital Advisors
Utah
$689K -$195K -7,973 -22%
BAM
40
Belpointe Asset Management
Nevada
$592K +$592K +24,257 New
FCA
41
Fortis Capital Advisors
Kansas
$592K +$592K +24,257 New
PCA
42
Prosperity Capital Advisors
Ohio
$573K +$573K +23,493 New
ACM
43
Andina Capital Management
Utah
$546K +$546K +22,394 New
KAS
44
Kestra Advisory Services
Texas
$516K +$125K +5,129 +32%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$513K +$77.6K +3,179 +18%
MAWAG
46
Mid-American Wealth Advisory Group
Missouri
$489K +$489K +20,040 New
AA
47
AlphaMark Advisors
Kentucky
$398K -$36K -1,475 -8%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$316K +$48.6K +1,990 +18%
CAM
49
CPA Asset Management
Florida
$309K +$309K +12,681 New
ASN
50
Advisory Services Network
Georgia
$301K +$7.3K +299 +2%
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