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Simplify Enhanced Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $225M invested in Simplify Enhanced Income ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
22
Increased
28
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PBM
Propel Bio Management
California
$28M
2
WIM
WealthPlan Investment Management
Nebraska
$16.1M
3
RPSA
Richard P. Slaughter Associates
Texas
$14M
4
WP
WealthPLAN Partners
Nebraska
$9.38M
5
3AM
3EDGE Asset Management
Florida
$11.2M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
$5.04M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.72M
3
AWM
AE Wealth Management
Kansas
$1.85M
4
Wells Fargo
Wells Fargo
California
$18.4M
5
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Worth Asset Management
Texas
– -$798K -32,497 Closed
LCWP
77
Legacy Capital Wealth Partners
Arkansas
– -$447K -18,190 Closed
NMG
78
New Millennium Group
Utah
– -$33.1K -1,349 Closed
VNA
79
Valley National Advisers
Pennsylvania
– -$10K -409 Closed
SIS
80
Sound Income Strategies
Florida
– -$8.33K -339 Closed
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4