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Simplify Enhanced Income ETF

58 hedge funds and large institutions have $109M invested in Simplify Enhanced Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 61.07%55.11% (-6%)

36% less funds holding

Funds holding: 9058 (-32)

39% less capital invested

Capital invested by funds: $178M → $109M (-$69M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

75% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 40

Holders
58
Holders Change
-32
Holders Change %
-35.56%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
10
Increased
16
Reduced
28
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
51
Luminist Capital
Michigan
$44.9K +$1.42K +62 +3%
PSFG
52
Park Square Financial Group
Georgia
$37.7K +$39.3K +1,720 New
HI
53
Harbour Investments
Wisconsin
$21.7K -$174K -7,632 -89%
KWM
54
Kiker Wealth Management
Georgia
$5K +$5.21K +228 New
Wells Fargo
55
Wells Fargo
California
$4.76K -$15.4M -676,701 -100%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$2.92K
ACA
57
Aptus Capital Advisors
Alabama
$1.54K +$1.6K +70 New
Morgan Stanley
58
Morgan Stanley
New York
$32 -$160 -7 -88%
AIM
59
Astor Investment Management
Illinois
-$8.06M -350,313 Closed
JSL
60
JT Stratford LLC
Georgia
-$4.68M -203,174 Closed
BCI
61
Brinker Capital Investments
Pennsylvania
-$3.2M -138,997 Closed
OPS
62
Orion Portfolio Solutions
Nebraska
-$3.2M -138,997 Closed
AWA
63
ARQ Wealth Advisors
Arizona
-$3.12M -135,695 Closed
WAP
64
Wealthcare Advisory Partners
Pennsylvania
-$2.62M -113,603 Closed
AI
65
Atria Investments
North Carolina
-$2.42M -105,322 Closed
3AM
66
3EDGE Asset Management
Florida
-$2.27M -98,454 Closed
LCGC
67
Legacy Capital Group California
California
-$2.18M -94,626 Closed
AWM
68
Accurate Wealth Management
Florida
-$1.4M -60,780 Closed
Brown Advisory
69
Brown Advisory
Maryland
-$1.27M -55,000 Closed
ACM
70
Andina Capital Management
Utah
-$1.22M -52,893 Closed
HighTower Advisors
71
HighTower Advisors
Illinois
-$769K -33,407 Closed
GM
72
GeoWealth Management
Illinois
-$579K -25,139 Closed
GWM
73
GK Wealth Management
Nevada
-$426K -18,490 Closed
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
-$424K -18,418 Closed
TC
75
TownSquare Capital
Utah
-$395K -17,176 Closed

HIGH Hedge Fund Activity: Q1 2025 in Review

58 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q1 2025, worth a combined $109M — down 39% from $178M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of HIGH and 10 opened new positions — a net loss of 30 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was POM Investment Strategies, opening a new position worth an estimated $4.27M. The largest seller was Wells Fargo, cutting an estimated $15.4M.

  • 58 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q1 2025, down from 90 in Q4 2024.
  • Funds reported $109M of Simplify Enhanced Income ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 10 funds opened new Simplify Enhanced Income ETF positions in Q1 2025 and 40 closed out, a net change of -30 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q1 2025 was POM Investment Strategies, an estimated $4.27M added.
  • The largest Simplify Enhanced Income ETF seller in Q1 2025 was Wells Fargo, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.