Simplify Enhanced Income ETF
HIGH
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 16 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
13.07% more ownership
Funds ownership: 48% → 61.07% (+13%)
5% more funds holding
Funds holding: 86 → 90 (+4)
12% less capital invested
Capital invested by funds: $203M → $178M (-$25.3M)
14% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.7M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$7.09M |
| 3 |
LIS
Legacy Investment Solutions
Meridian,
Idaho
|
+$2.88M |
| 4 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$2.88M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$22.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.15M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$5.94M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.94M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HBS
101
Howard Bailey Securities
Fort Wayne,
Indiana
| – | -$205K | -8,740 | Closed |
|
|
IFG
102
Independent Financial Group
San Diego,
California
| – | -$204K | -8,698 | Closed |
|
103
Wolverine Trading
Chicago,
Illinois
| – | -$204K | -8,686 | Closed |
|
104
Bessemer Group
Woodbridge,
New Jersey
| – | -$106K | -4,500 | Closed |
|
|
MG
105
Mather Group
Chicago,
Illinois
| – | -$8.98K | -383 | Closed |
|
|
APC
106
Aspire Private Capital
Cornelius,
North Carolina
| – | -$3.92K | -167 | Closed |
|
HIGH Hedge Fund Activity: Q4 2024 in Review
90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q4 2024, worth a combined $178M — down 12% from $203M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HIGH positions and 16 closed out — a net gain of 5 holders — while 30 added to existing stakes and 35 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.7M. The largest seller was Private Advisor Group, cutting an estimated $22.4M.
- 90 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q4 2024, up from 86 in Q3 2024.
- Funds reported $178M of Simplify Enhanced Income ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 21 funds opened new Simplify Enhanced Income ETF positions in Q4 2024 and 16 closed out, a net change of +5 holders.
- The largest Simplify Enhanced Income ETF buyer in Q4 2024 was AE Wealth Management, an estimated $10.7M added.
- The largest Simplify Enhanced Income ETF seller in Q4 2024 was Private Advisor Group, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2024.