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Simplify Enhanced Income ETF
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51 hedge funds and large institutions have $88.8M invested in Simplify Enhanced Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 52 → 51 (-1)

4.76% less ownership

Funds ownership: 63.49% → 58.73% (-4.8%)

26% less capital invested

Capital invested by funds: $119M → $88.8M (-$30.7M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
11
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFG
Altiora Financial Group
Ohio
+$2.03M
2
PS
Principal Securities
Iowa
+$1.8M
3
ECA
Elevated Capital Advisors
Utah
+$1.66M
4
FA
FSA Advisors
Michigan
+$1.43M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.06M

Top Sellers

1
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$10.4M
2
AWM
AE Wealth Management
Kansas
-$7.08M
3
WIM
WealthPlan Investment Management
Nebraska
-$4.71M
4
PIS
POM Investment Strategies
North Carolina
-$3.66M
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Farther Finance Advisors
California
$21 – – –
PIWA
52
Prevail Innovative Wealth Advisors
Kansas
– -$2.27M -98,197 Closed
Citadel Advisors
53
Citadel Advisors
Florida
– -$914K -39,588 Closed
CW
54
CreativeOne Wealth
Kansas
– -$553K -23,967 Closed
JHC
55
J. Hagan Capital
Kentucky
– -$415K -17,979 Closed
BWM
56
BlackDiamond Wealth Management
New York
– -$203K -8,788 Closed
ASN
57
Advisory Services Network
Georgia
– -$23.9K -1,037 Closed
ACA
58
Aptus Capital Advisors
Alabama
– -$1.62K -70 Closed
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