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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
AA
51
AlphaMark Advisors
Kentucky
$388K -$8.08K -331 -2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$369K +$371K +15,180 New
CW
53
CreativeOne Wealth
Kansas
$355K -$1.12M -45,881 -76%
IFG
54
Independent Financial Group
California
$333K -$272K -11,144 -45%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$312K -$2.59K -106 -0.8%
AWA
56
Arete Wealth Advisors
Illinois
$312K +$13.5K +553 +4%
ASN
57
Advisory Services Network
Georgia
$295K -$4.49K -184 -1%
BAM
58
Belpointe Asset Management
Nevada
$294K -$297K -12,159 -50%
FCA
59
Fortis Capital Advisors
Kansas
$294K -$297K -12,159 -50%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$278K -$15.8K -646 -5%
DC
61
Davenport & Co
Virginia
$262K
AWM
62
Axxcess Wealth Management
California
$257K -$1.93K -79 -0.7%
MA
63
Mutual Advisors
Nebraska
$252K +$13.5K +555 +6%
SPC
64
Sigma Planning Corp
Michigan
$230K -$6.22K -255 -3%
FCM
65
Fourpath Capital Management
Oklahoma
$223K -$317 -13 -0.1%
AAS
66
Avantax Advisory Services
Texas
$214K +$215K +8,817 New
IA
67
IFP Advisors
Florida
$182K -$23.4K -960 -11%
RCM
68
Raleigh Capital Management
North Carolina
$173K +$2.03K +83 +1%
FFO
69
Fortitude Family Office
Arizona
$121K -$162K -6,639 -57%
PFBT
70
Parkside Financial Bank & Trust
Missouri
$98.3K +$1.93K +79 +2%
MG
71
Mather Group
Illinois
$32.1K
CA
72
CoreCap Advisors
Michigan
$21.9K
HCA
73
Heck Capital Advisors
Wisconsin
$17K +$15.9K +650 +1,275%
FHA
74
First Horizon Advisors
Tennessee
$10.4K
PCM
75
Penserra Capital Management
California
$8K +$7.91K +324 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.