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Simplify Enhanced Income ETF

83 hedge funds and large institutions have $227M invested in Simplify Enhanced Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

9% more funds holding

Funds holding: 7683 (+7)

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.25M)

4.34% less ownership

Funds ownership: 56.4%52.06% (-4.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$761K +31,189 +53%
LCGC
27
Legacy Capital Group California
California
$2.13M -$51.5K -2,110 -2%
PHS
28
Pekin Hardy Strauss
Illinois
$2.01M +$240K +9,830 +13%
NFP
29
Narus Financial Partners
Utah
$1.54M +$314K +12,881 +26%
Jane Street
30
Jane Street
New York
$1.4M -$1.52M -62,461 -52%
CA
31
Continuum Advisory
Idaho
$1.37M -$732 -30 -0.1%
ACM
32
Andina Capital Management
Utah
$1.17M +$628K +25,726 +115%
AWM
33
Accurate Wealth Management
Florida
$1.17M +$1.17M +47,867 New
EMAM
34
Encompass More Asset Management
California
$1.1M +$87.9K +3,601 +9%
PWM
35
Prosperity Wealth Management
California
$1.01M -$619K -25,369 -38%
SIM
36
Seaview Investment Managers
Florida
$948K +$952K +38,998 New
MAWAG
37
Mid-American Wealth Advisory Group
Missouri
$931K +$446K +18,289 +91%
FSA
38
Financial Sense Advisors
California
$788K +$791K +32,419 New
HighTower Advisors
39
HighTower Advisors
Illinois
$766K +$72.9K +2,988 +11%
GM
40
GeoWealth Management
Illinois
$745K +$49.7K +2,036 +7%
AAP
41
Arax Advisory Partners
Colorado
$725K +$2.71K +111 +0.4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$597K +$599K +24,552 New
SWM
43
SFG Wealth Management
Maryland
$510K +$512K +20,988 New
IWM
44
IHT Wealth Management
Illinois
$482K +$484K +19,830 New
KAS
45
Kestra Advisory Services
Texas
$475K -$39.1K -1,603 -8%
CAM
46
CPA Asset Management
Florida
$470K +$162K +6,646 +52%
GS
47
GTS Securities
New York
$444K +$446K +18,256 New
LCWP
48
Legacy Capital Wealth Partners
Arkansas
$429K +$431K +17,648 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$409K -$102K -4,175 -20%
RWA
50
Redhawk Wealth Advisors
Minnesota
$400K +$401K +16,446 New

HIGH Hedge Fund Activity: Q2 2024 in Review

83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q2 2024, worth a combined $227M — up 0.56% from $226M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HIGH positions and 8 closed out — a net gain of 7 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Propel Bio Management, exiting entirely with an estimated $28M sold.

  • 83 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $227M of Simplify Enhanced Income ETF stock for Q2 2024, up 0.56% quarter-over-quarter.
  • 15 funds opened new Simplify Enhanced Income ETF positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q2 2024 was UBS Group, an estimated $16.3M added.
  • The largest Simplify Enhanced Income ETF seller in Q2 2024 was Propel Bio Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2024.