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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 %
AWA
51
Arete Wealth Advisors
Illinois
$300K -$793K -32,510 -73%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$295K -$64.8K -2,657 -18%
SEA
53
Stegent Equity Advisors
Texas
$288K +$288K +11,789 New
FFO
54
Fortitude Family Office
Arizona
$283K +$163K +6,697 +137%
DC
55
Davenport & Co
Virginia
$263K +$263K +10,773 New
AWM
56
Axxcess Wealth Management
California
$260K -$7.66K -314 -3%
MA
57
Mutual Advisors
Nebraska
$243K +$243K +9,969 New
SPC
58
Sigma Planning Corp
Michigan
$237K +$237K +9,732 New
FCM
59
Fourpath Capital Management
Oklahoma
$224K -$1.59K -65 -0.7%
IA
60
IFP Advisors
Florida
$206K +$103K +4,208 +100%
OWA
61
Outlook Wealth Advisors
Texas
$202K -$344K -14,093 -63%
RCM
62
Raleigh Capital Management
North Carolina
$172K -$25.9K -1,060 -13%
PFBT
63
Parkside Financial Bank & Trust
Missouri
$96.8K +$96.8K +3,968 New
MG
64
Mather Group
Illinois
$32.3K +$32.3K +1,315 New
CA
65
CoreCap Advisors
Michigan
$22K +$22K +901 New
NA
66
NewEdge Advisors
Louisiana
$17.6K -$420K -17,210 -96%
MIM
67
Macroview Investment Management
Maryland
$15.2K +$15.2K +623 New
HI
68
Harbour Investments
Wisconsin
$12.2K +$12.2K +498 New
FHA
69
First Horizon Advisors
Tennessee
$10.4K – – –
APC
70
Aspire Private Capital
North Carolina
$3.93K +$171 +7 +5%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$3.25K +$3.25K +133 New
HCA
72
Heck Capital Advisors
Wisconsin
$1.24K – – –
S
73
SignatureFD
Georgia
$1.02K +$48 +2 +5%
WWP
74
WR Wealth Planners
Missouri
$878 +$878 +36 New
Morgan Stanley
75
Morgan Stanley
New York
$37 -$111 -3 -75%
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