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Simplify Enhanced Income ETF
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Overview Fund Activity

90 hedge funds and large institutions have $178M invested in Simplify Enhanced Income ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
30
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$13.2M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.94M
3
LIS
Legacy Investment Solutions
Idaho
$4.13M
4
LWMI
Legacy Wealth Management (Idaho)
Idaho
$4.13M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.62M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$3.14M
2
UBS Group
UBS Group
Switzerland
$9.29M
3
3AM
3EDGE Asset Management
Florida
$2.27M
4
Truist Financial
Truist Financial
North Carolina
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
76
Parkside Financial Bank & Trust
Missouri
$108K +$34.3K +1,490 +47%
GWM
77
Geneos Wealth Management
Colorado
$87.7K +$87.7K +3,809 New
NWWA
78
New Wave Wealth Advisors
Arkansas
$61.8K +$61.8K +2,684 New
DRP
79
Decker Retirement Planning
Utah
$59.3K +$59.3K +2,574 New
LC
80
Luminist Capital
Michigan
$45.4K +$45.4K +1,973 New
KIM
81
Kestra Investment Management
Texas
$37.4K +$37.4K +1,627 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$25K +$399 +17 +2%
Q1WB
83
Quest 10 Wealth Builders
Virginia
$21.2K +$21.2K +921 New
AA
84
AlphaMark Advisors
Kentucky
$14K – – –
GTAM
85
Global Trust Asset Management
Florida
$13.2K +$13.2K +575 New
FHA
86
First Horizon Advisors
Tennessee
$10.4K +$552 +24 +6%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$3.06K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$2.56K +$2.56K +111 New
MSWA
89
Marshall & Sterling Wealth Advisors
New York
$1.49K +$1.49K +65 New
Morgan Stanley
90
Morgan Stanley
New York
$189 +$165 +7 +700%
Truist Financial
91
Truist Financial
North Carolina
– -$2.94M -125,329 Closed
FTUS
92
Flow Traders U.S.
New York
– -$2.22M -94,702 Closed
NFP
93
Narus Financial Partners
Utah
– -$980K -41,807 Closed
FHA
94
Flagship Harbor Advisors
Massachusetts
– -$624K -26,615 Closed
LCWP
95
Legacy Capital Wealth Partners
Arkansas
– -$438K -18,688 Closed
SPC
96
Sigma Planning Corp
Michigan
– -$433K -18,476 Closed
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
– -$379K -16,163 Closed
RPSA
98
Richard P. Slaughter Associates
Texas
– -$350K -14,923 Closed
DC
99
Davenport & Co
Virginia
– -$255K -10,873 Closed
FIC
100
Family Investment Center
Missouri
– -$206K -8,768 Closed
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