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Simplify Enhanced Income ETF

85 hedge funds and large institutions have $203M invested in Simplify Enhanced Income ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
34
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$106K +$106K +4,500 New
PFBT
77
Parkside Financial Bank & Trust
Missouri
$74.9K -$20K -851 -21%
PFG
78
Peterson Financial Group
Iowa
$26.6K +$26.6K +1,136 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$25K +$25K +1,049 New
AA
80
AlphaMark Advisors
Kentucky
$14K -$359K -15,368 -96%
FHA
81
First Horizon Advisors
Tennessee
$10K
MG
82
Mather Group
Illinois
$8.98K -$21.9K -932 -71%
APC
83
Aspire Private Capital
North Carolina
$3.92K +$141 +6 +4%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$3.12K
Morgan Stanley
85
Morgan Stanley
New York
$46 -$9.89K -215 -100%
PFA
86
Peak Financial Advisors
Colorado
-$6.24M -256,871 Closed
CFG
87
Citizens Financial Group
Rhode Island
-$2.21M -91,145 Closed
WAP
88
Wealthcare Advisory Partners
Pennsylvania
-$2.18M -89,732 Closed
CA
89
Continuum Advisory
Idaho
-$1.37M -56,291 Closed
PWM
90
Prosperity Wealth Management
California
-$1.01M -41,626 Closed
SWM
91
SFG Wealth Management
Maryland
-$510K -20,988 Closed
GS
92
GTS Securities
New York
-$444K -18,256 Closed
AWA
93
Arete Wealth Advisors
Illinois
-$312K -12,859 Closed
AAS
94
Avantax Advisory Services
Texas
-$214K -8,817 Closed
FFO
95
Fortitude Family Office
Arizona
-$121K -4,964 Closed
CA
96
CoreCap Advisors
Michigan
-$21.9K -901 Closed
HCA
97
Heck Capital Advisors
Wisconsin
-$17K -701 Closed
PCM
98
Penserra Capital Management
California
-$8K -324 Closed
NA
99
NewEdge Advisors
Louisiana
-$7.78K -320 Closed
TWP
100
Triad Wealth Partners
Kansas
-$1.7K -70 Closed