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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
IA
51
IFP Advisors
Florida
$104K +$105K +4,225 New
NMG
52
New Millennium Group
Utah
$33.1K +$33.4K +1,349 New
FHA
53
First Horizon Advisors
Tennessee
$10.5K +$10.6K +428 New
VNA
54
Valley National Advisers
Pennsylvania
$10K +$5.17K +209 +105%
SIS
55
Sound Income Strategies
Florida
$8.33K +$8.39K +339 New
APC
56
Aspire Private Capital
North Carolina
$3.78K +$3.81K +154 New
HCA
57
Heck Capital Advisors
Wisconsin
$1.25K +$1.26K +51 New
S
58
SignatureFD
Georgia
$990 +$990 +40 New
Morgan Stanley
59
Morgan Stanley
New York
$108 +$99 +4 New
OMC
60
Old Mission Capital
Illinois
– -$2.79M -112,332 Closed
OPAM
61
Ocean Park Asset Management
California
– -$776K -31,200 Closed
MTC
62
Matrix Trust Company
Colorado
– -$14K -544 Closed
Bank of America
63
Bank of America
North Carolina
– -$10.6K -427 Closed
Fidelity Investments
64
Fidelity Investments
Massachusetts
– -$25 -1 Closed
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.