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Simplify Enhanced Income ETF

85 hedge funds and large institutions have $203M invested in Simplify Enhanced Income ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
34
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
26
Napa Wealth Management
California
$2.09M +$2.09M +89,133 New
CW
27
CreativeOne Wealth
Kansas
$1.84M +$1.49M +63,681 +436%
AWM
28
Accurate Wealth Management
Florida
$1.74M +$617K +26,242 +55%
MAWAG
29
Mid-American Wealth Advisory Group
Missouri
$1.52M +$616K +26,294 +69%
LIS
30
Legacy Investment Solutions
Idaho
$1.31M +$1.31M +55,651 New
LWMI
31
Legacy Wealth Management (Idaho)
Idaho
$1.31M +$1.31M +55,651 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.28M +$709K +30,229 +123%
ACM
33
Andina Capital Management
Utah
$1.28M +$148K +6,304 +13%
EMAM
34
Encompass More Asset Management
California
$1.26M +$202K +8,614 +19%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.12M +$766K +32,693 +215%
IA
36
Inspire Advisors
Idaho
$1.09M +$1.09M +46,413 New
NFP
37
Narus Financial Partners
Utah
$980K -$502K -21,429 -34%
Citadel Advisors
38
Citadel Advisors
Florida
$908K +$908K +38,732 New
SIM
39
Seaview Investment Managers
Florida
$846K -$68.6K -2,927 -8%
HighTower Advisors
40
HighTower Advisors
Illinois
$778K +$42.7K +1,823 +6%
GM
41
GeoWealth Management
Illinois
$687K -$31.3K -1,336 -4%
OMC
42
Old Mission Capital
Illinois
$687K +$687K +29,284 New
AAP
43
Arax Advisory Partners
Colorado
$640K -$59.7K -2,545 -9%
RWA
44
Redhawk Wealth Advisors
Minnesota
$634K +$248K +10,593 +64%
FHA
45
Flagship Harbor Advisors
Massachusetts
$624K +$624K +26,615 New
SPIA
46
Steward Partners Investment Advisory
New York
$595K +$595K +25,374 New
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$543K +$543K +23,172 New
AWS
48
Atria Wealth Solutions
New York
$514K +$514K +21,842 New
IWM
49
IHT Wealth Management
Illinois
$484K +$19.5K +832 +4%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$438K +$24.4K +1,040 +6%