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Simplify Enhanced Income ETF
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Overview Fund Activity

90 hedge funds and large institutions have $178M invested in Simplify Enhanced Income ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
30
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$13.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.94M
3
LIS
Legacy Investment Solutions
Idaho
$4.13M
4
LWMI
Legacy Wealth Management (Idaho)
Idaho
$4.13M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.62M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$3.14M
2
UBS Group
UBS Group
Switzerland
$9.29M
3
3AM
3EDGE Asset Management
Florida
$2.27M
4
Truist Financial
Truist Financial
North Carolina
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
GK Wealth Management
Nevada
$426K +$426K +18,490 New
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$424K -$109K -4,754 -21%
TC
53
TownSquare Capital
Utah
$395K +$97.9K +4,254 +33%
AWS
54
Atria Wealth Solutions
New York
$393K -$110K -4,772 -22%
ASN
55
Advisory Services Network
Georgia
$315K +$35.7K +1,551 +13%
IA
56
Inspire Advisors
Idaho
$299K -$769K -33,403 -72%
CAM
57
CPA Asset Management
Florida
$299K +$2.19K +95 +0.7%
NCFG
58
New Century Financial Group
New Jersey
$294K -$24.8K -1,068 -8%
BAM
59
Belpointe Asset Management
Nevada
$287K -$45.6K -1,940 -14%
P
60
&Partners
Tennessee
$284K +$284K +12,235 New
FCA
61
Fortis Capital Advisors
Kansas
$283K -$49.2K -2,089 -15%
WEG
62
World Equity Group
Illinois
$280K +$280K +12,156 New
BOSSRA
63
B.O.S.S. Retirement Advisors
Utah
$260K +$260K +11,276 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$250K +$5.36K +233 +2%
FSA
65
Financial Sense Advisors
California
$247K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$244K -$88.9K -3,868 -27%
PIA
67
Panoramic Investment Advisors
Colorado
$243K +$11.5K +500 +5%
WA
68
Whipplewood Advisors
Colorado
$241K +$241K +10,487 New
MA
69
Mutual Advisors
Nebraska
$238K -$12.6K -542 -5%
AWM
70
Axxcess Wealth Management
California
$237K +$4.03K +175 +2%
IA
71
IFP Advisors
Florida
$227K +$10.1K +439 +5%
FCM
72
Fourpath Capital Management
Oklahoma
$210K – – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$210K +$9.05K +394 +5%
HI
74
Harbour Investments
Wisconsin
$198K -$39.2K -1,704 -17%
RCM
75
Raleigh Capital Management
North Carolina
$160K +$4.35K +189 +3%
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