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Simplify Enhanced Income ETF
HIGH

58 hedge funds and large institutions have $109M invested in Simplify Enhanced Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 61.07% → 55.11% (-6%)

36% less funds holding

Funds holding: 90 → 58 (-32)

39% less capital invested

Capital invested by funds: $178M → $109M (-$69M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

75% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 40

Holders
58
Holders Change
-32
Holders Change %
-35.56%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
10
Increased
16
Reduced
28
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIS
POM Investment Strategies
North Carolina
+$4.27M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$3.9M
3
ECA
Elevated Capital Advisors
Utah
+$2.99M
4
HBS
Howard Bailey Securities
Indiana
+$1.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$15.4M
2
AIM
Astor Investment Management
Illinois
-$8.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.86M
4
JSL
JT Stratford LLC
Georgia
-$4.68M
5
BCI
Brinker Capital Investments
Pennsylvania
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
– -$393K -17,070 Closed
ASN
77
Advisory Services Network
Georgia
– -$315K -13,686 Closed
CAM
78
CPA Asset Management
Florida
– -$299K -12,979 Closed
NCFG
79
New Century Financial Group
New Jersey
– -$294K -12,667 Closed
P
80
&Partners
Tennessee
– -$284K -12,235 Closed
BAM
81
Belpointe Asset Management
Nevada
– -$287K -12,194 Closed
WEG
82
World Equity Group
Illinois
– -$280K -12,156 Closed
FCA
83
Fortis Capital Advisors
Kansas
– -$283K -12,027 Closed
Bank of New York Mellon
84
Bank of New York Mellon
New York
– -$250K -10,870 Closed
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
– -$244K -10,621 Closed
AWM
86
Axxcess Wealth Management
California
– -$237K -10,297 Closed
MA
87
Mutual Advisors
Nebraska
– -$238K -10,251 Closed
FCM
88
Fourpath Capital Management
Oklahoma
– -$210K -9,141 Closed
RCM
89
Raleigh Capital Management
North Carolina
– -$160K -6,954 Closed
GWM
90
Geneos Wealth Management
Colorado
– -$87.7K -3,809 Closed
NWWA
91
New Wave Wealth Advisors
Arkansas
– -$61.8K -2,684 Closed
KIM
92
Kestra Investment Management
Texas
– -$37.4K -1,627 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
– -$25K -1,066 Closed
Q1WB
94
Quest 10 Wealth Builders
Virginia
– -$21.2K -921 Closed
GTAM
95
Global Trust Asset Management
Florida
– -$13.2K -575 Closed
FHA
96
First Horizon Advisors
Tennessee
– -$10.4K -452 Closed
TRCT
97
Tower Research Capital (TRC)
New York
– -$2.56K -111 Closed
MSWA
98
Marshall & Sterling Wealth Advisors
New York
– -$1.49K -65 Closed
1 2 3
4

HIGH Hedge Fund Activity: Q1 2025 in Review

58 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q1 2025, worth a combined $109M — down 39% from $178M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of HIGH and 10 opened new positions — a net loss of 30 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was POM Investment Strategies, opening a new position worth an estimated $4.27M. The largest seller was Wells Fargo, cutting an estimated $15.4M.

  • 58 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q1 2025, down from 90 in Q4 2024.
  • Funds reported $109M of Simplify Enhanced Income ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 10 funds opened new Simplify Enhanced Income ETF positions in Q1 2025 and 40 closed out, a net change of -30 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q1 2025 was POM Investment Strategies, an estimated $4.27M added.
  • The largest Simplify Enhanced Income ETF seller in Q1 2025 was Wells Fargo, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.