Simplify Enhanced Income ETF
HIGH
76 hedge funds and large institutions have $226M invested in Simplify Enhanced Income ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
69% more capital invested
Capital invested by funds: $133M → $226M (+$92.4M)
29% more funds holding
Funds holding: 59 → 76 (+17)
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
6.4% more ownership
Funds ownership: 50% → 56.4% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBM
Propel Bio Management
Los Angeles,
California
|
+$33.7M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$16.2M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$13.8M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$9.43M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$8.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$6.14M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.74M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.29M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$810K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$798K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Morgan Stanley
New York
| $37 | -$74 | -3 | -75% |
|
|
WAM
77
Worth Asset Management
Dallas,
Texas
| – | -$798K | -32,497 | Closed |
|
|
LCWP
78
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$447K | -18,190 | Closed |
|
|
NMG
79
New Millennium Group
Sandy,
Utah
| – | -$33.1K | -1,349 | Closed |
|
|
VNA
80
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$10K | -409 | Closed |
|
|
SIS
81
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$8.33K | -339 | Closed |
|
HIGH Hedge Fund Activity: Q1 2024 in Review
76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q1 2024, worth a combined $226M — up 69% from $133M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HIGH positions and 5 closed out — a net gain of 17 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Propel Bio Management, adding an estimated $33.7M. The largest seller was Peak Financial Advisors, cutting an estimated $6.14M.
- 76 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $226M of Simplify Enhanced Income ETF stock for Q1 2024, up 69% quarter-over-quarter.
- 22 funds opened new Simplify Enhanced Income ETF positions in Q1 2024 and 5 closed out, a net change of +17 holders.
- The largest Simplify Enhanced Income ETF buyer in Q1 2024 was Propel Bio Management, an estimated $33.7M added.
- The largest Simplify Enhanced Income ETF seller in Q1 2024 was Peak Financial Advisors, an estimated $6.14M sold.
Based on aggregated 13F filings for Q1 2024.