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Simplify Enhanced Income ETF

57 hedge funds and large institutions have $107M invested in Simplify Enhanced Income ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-33
Holders Change %
-36.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
9
Increased
16
Reduced
28
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
51
Park Square Financial Group
Georgia
$37.7K +$37.7K +1,720 New
HI
52
Harbour Investments
Wisconsin
$21.7K -$167K -7,632 -89%
KWM
53
Kiker Wealth Management
Georgia
$5K +$5K +228 New
Wells Fargo
54
Wells Fargo
California
$4.76K -$14.9M -676,701 -100%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$2.92K
ACA
56
Aptus Capital Advisors
Alabama
$1.54K +$1.54K +70 New
Morgan Stanley
57
Morgan Stanley
New York
$32 -$224 -7 -88%
AIM
58
Astor Investment Management
Illinois
-$8.06M -350,313 Closed
JSL
59
JT Stratford LLC
Georgia
-$4.68M -203,174 Closed
BCI
60
Brinker Capital Investments
Pennsylvania
-$3.2M -138,997 Closed
OPS
61
Orion Portfolio Solutions
Nebraska
-$3.2M -138,997 Closed
AWA
62
ARQ Wealth Advisors
Arizona
-$3.12M -135,695 Closed
WAP
63
Wealthcare Advisory Partners
Pennsylvania
-$2.62M -113,603 Closed
AI
64
Atria Investments
North Carolina
-$2.42M -105,322 Closed
3AM
65
3EDGE Asset Management
Florida
-$2.27M -98,454 Closed
LCGC
66
Legacy Capital Group California
California
-$2.18M -94,626 Closed
AWM
67
Accurate Wealth Management
Florida
-$1.4M -60,780 Closed
Brown Advisory
68
Brown Advisory
Maryland
-$1.27M -55,000 Closed
ACM
69
Andina Capital Management
Utah
-$1.22M -52,893 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
-$769K -33,407 Closed
GM
71
GeoWealth Management
Illinois
-$579K -25,139 Closed
GWM
72
GK Wealth Management
Nevada
-$426K -18,490 Closed
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
-$424K -18,418 Closed
TC
74
TownSquare Capital
Utah
-$395K -17,176 Closed
AWS
75
Atria Wealth Solutions
New York
-$393K -17,070 Closed