Simplify Enhanced Income ETF
HIGH
19 hedge funds and large institutions have $33.6M invested in Simplify Enhanced Income ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
138% more funds holding
Funds holding: 8 → 19 (+11)
130% more capital invested
Capital invested by funds: $14.6M → $33.6M (+$19M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
48.88% less ownership
Funds ownership: 83.51% → 34.63% (-49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$5.38M |
| 2 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$4.98M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.53M |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$1.87M |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$2.37M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$634K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$268K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$181K |
| 5 |
Morgan Stanley
New York
|
-$25 |
HIGH Hedge Fund Activity: Q3 2023 in Review
19 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q3 2023, worth a combined $33.6M — up 130% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HIGH positions and 3 closed out — a net gain of 11 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $5.38M. The largest seller was Simplify Asset Management, cutting an estimated $2.37M.
- 19 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $33.6M of Simplify Enhanced Income ETF stock for Q3 2023, up 130% quarter-over-quarter.
- 14 funds opened new Simplify Enhanced Income ETF positions in Q3 2023 and 3 closed out, a net change of +11 holders.
- The largest Simplify Enhanced Income ETF buyer in Q3 2023 was 3EDGE Asset Management, an estimated $5.38M added.
- The largest Simplify Enhanced Income ETF seller in Q3 2023 was Simplify Asset Management, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2023.