Simplify Enhanced Income ETF
HIGH
8 hedge funds and large institutions have $14.6M invested in Simplify Enhanced Income ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
712% more capital invested
Capital invested by funds: $1.8M → $14.6M (+$12.8M)
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
300% more funds holding
Funds holding: 2 → 8 (+6)
59.42% more ownership
Funds ownership: 24.09% → 83.51% (+59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$7.21M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.37M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$1M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$636K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
1
Peak Financial Advisors
Denver,
Colorado
| $7.2M | +$7.21M | +287,673 | New |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $3.37M | +$3.37M | +134,539 | New |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $2.79M | +$1M | +40,057 | +56% |
|
|
BIP
4
Blueprint Investment Partners
Greensboro,
North Carolina
| $634K | +$636K | +25,358 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $281K | +$282K | +11,231 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $268K | +$269K | +10,723 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $91.4K | +$91.5K | +3,652 | New |
|
8
Morgan Stanley
New York
| $25 | +$25 | +1 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$23.1K | -926 | Closed |
|
HIGH Hedge Fund Activity: Q2 2023 in Review
8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q2 2023, worth a combined $14.6M — up 712% from $1.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HIGH positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Peak Financial Advisors, opening a new position worth an estimated $7.21M. The largest seller was UBS Group, exiting entirely with an estimated $23.1K sold.
- 8 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q2 2023, up from 2 in Q1 2023.
- Funds reported $14.6M of Simplify Enhanced Income ETF stock for Q2 2023, up 712% quarter-over-quarter.
- 7 funds opened new Simplify Enhanced Income ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
- The largest Simplify Enhanced Income ETF buyer in Q2 2023 was Peak Financial Advisors, an estimated $7.21M added.
- The largest Simplify Enhanced Income ETF seller in Q2 2023 was UBS Group, an estimated $23.1K sold.
Based on aggregated 13F filings for Q2 2023.