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Simplify Enhanced Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+11
Holders Change %
+137.5%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
3
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1
Peak Financial Advisors
Colorado
$12.1M +$4.95M +198,974 +69%
3AM
2
3EDGE Asset Management
Florida
$5.36M +$5.36M +214,926 New
Truist Financial
3
Truist Financial
North Carolina
$3.17M -$180K -7,247 -5%
OMC
4
Old Mission Capital
Illinois
$2.79M +$2.52M +101,101 +900%
WAM
5
Worth Asset Management
Texas
$1.86M +$1.86M +74,861 New
BWM
6
BlackDiamond Wealth Management
New York
$1.71M +$1.71M +68,785 New
Jane Street
7
Jane Street
New York
$1.24M +$1.24M +50,016 New
CFG
8
Citizens Financial Group
Rhode Island
$1.2M +$1.2M +48,340 New
CA
9
Continuum Advisory
Idaho
$970K +$970K +38,980 New
OPAM
10
Ocean Park Asset Management
California
$776K +$776K +31,200 New
PHS
11
Pekin Hardy Strauss
Illinois
$675K +$675K +27,150 New
AAP
12
Arax Advisory Partners
Colorado
$562K +$562K +22,602 New
Osaic Holdings
13
Osaic Holdings
Arizona
$534K +$443K +17,800 +487%
SAM
14
Simplify Asset Management
Nevada
$410K -$2.36M -94,918 -85%
AA
15
AlphaMark Advisors
Kentucky
$210K +$210K +8,451 New
MTC
16
Matrix Trust Company
Colorado
$14K +$14K +544 New
Bank of America
17
Bank of America
North Carolina
$10.6K +$10.6K +427 New
VNA
18
Valley National Advisers
Pennsylvania
$5K +$5K +200 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$25 +$25 +1 New
BIP
20
Blueprint Investment Partners
North Carolina
-$634K -25,358 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$268K -10,723 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$25 -1 Closed