Simplify Enhanced Income ETF
HIGH
86 hedge funds and large institutions have $203M invested in Simplify Enhanced Income ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
4% more funds holding
Funds holding: 83 → 86 (+3)
4.06% less ownership
Funds ownership: 52.06% → 48% (-4.1%)
10% less capital invested
Capital invested by funds: $227M → $203M (-$23.8M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$3.39M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$2.92M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.23M |
| 4 |
NWM
Napa Wealth Management
Napa,
California
|
+$2.12M |
| 5 |
Jane Street
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$14.1M |
| 2 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$6.24M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$5.11M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.87M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWP
101
Triad Wealth Partners
Lawrence,
Kansas
| – | -$1.7K | -70 | Closed |
|
102
JP Morgan Chase
New York
| – | -$729 | -30 | Closed |
|
103
Fidelity Investments
Boston,
Massachusetts
| – | -$24 | -1 | Closed |
|
HIGH Hedge Fund Activity: Q3 2024 in Review
86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q3 2024, worth a combined $203M — down 10% from $227M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HIGH positions and 17 closed out — a net gain of 3 holders — while 34 added to existing stakes and 29 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $3.39M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $14.1M.
- 86 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q3 2024, up from 83 in Q2 2024.
- Funds reported $203M of Simplify Enhanced Income ETF stock for Q3 2024, down 10% quarter-over-quarter.
- 20 funds opened new Simplify Enhanced Income ETF positions in Q3 2024 and 17 closed out, a net change of +3 holders.
- The largest Simplify Enhanced Income ETF buyer in Q3 2024 was 3EDGE Asset Management, an estimated $3.39M added.
- The largest Simplify Enhanced Income ETF seller in Q3 2024 was Richard P. Slaughter Associates, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2024.