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Simplify Enhanced Income ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+6
Holders Change %
+300%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Peak Financial Advisors
Colorado
$7.2M
2
Truist Financial
2
Truist Financial
North Carolina
$3.37M
3
SAM
3
Simplify Asset Management
Nevada
$2.79M
4
BIP
4
Blueprint Investment Partners
North Carolina
$634K
5
OMC
5
Old Mission Capital
Illinois
$281K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1
Peak Financial Advisors
Colorado
$7.2M +$7.2M +287,673 New
Truist Financial
2
Truist Financial
North Carolina
$3.37M +$3.37M +134,539 New
SAM
3
Simplify Asset Management
Nevada
$2.79M +$1M +40,057 +56%
BIP
4
Blueprint Investment Partners
North Carolina
$634K +$634K +25,358 New
OMC
5
Old Mission Capital
Illinois
$281K +$281K +11,231 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$268K +$268K +10,723 New
Osaic Holdings
7
Osaic Holdings
Arizona
$91.4K +$91.4K +3,652 New
Morgan Stanley
8
Morgan Stanley
New York
$25 +$25 +1 New
UBS Group
9
UBS Group
Switzerland
– -$23.1K -926 Closed