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Simplify Enhanced Income ETF

58 hedge funds and large institutions have $133M invested in Simplify Enhanced Income ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+39
Holders Change %
+205.26%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
11
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$19.3M 787,261 +787,261 New
PAG
2
Private Advisor Group
New Jersey
$18M 732,944 +732,944 New
PFA
3
Peak Financial Advisors
Colorado
$11.2M 457,094 -29,553 -6%
AIM
4
Astor Investment Management
Illinois
$10.5M 426,297 +426,297 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.94M 363,845 +363,845 New
Osaic Holdings
6
Osaic Holdings
Arizona
$6.49M 263,931 +242,479 +1,130%
AWM
7
AE Wealth Management
Kansas
$4.15M 169,318 +169,318 New
FHA
8
Flagship Harbor Advisors
Massachusetts
$3.44M 140,031 +140,031 New
Jane Street
9
Jane Street
New York
$3.29M 134,043 +84,027 +168%
OPS
10
Orion Portfolio Solutions
Nebraska
$3.25M 132,238 +132,238 New
BCI
11
Brinker Capital Investments
Pennsylvania
$3.25M 132,238 +132,238 New
Truist Financial
12
Truist Financial
North Carolina
$3.15M 128,409 +1,117 +0.9%
3AM
13
3EDGE Asset Management
Florida
$3.1M 126,358 -88,568 -41%
SAM
14
Simplify Asset Management
Nevada
$2.96M 120,364 +103,893 +631%
PBM
15
Propel Bio Management
California
$2.95M 120,221 +120,221 New
BWM
16
BlackDiamond Wealth Management
New York
$2.74M 111,821 +43,036 +63%
AI
17
Atria Investments
North Carolina
$2.59M 105,537 +105,537 New
LCGC
18
Legacy Capital Group California
California
$2.23M 90,794 +90,794 New
PWM
19
Prosperity Wealth Management
California
$1.87M 76,081 +76,081 New
LPL Financial
20
LPL Financial
California
$1.74M 70,740 +70,740 New
CFG
21
Citizens Financial Group
Rhode Island
$1.71M 69,685 +21,345 +44%
CA
22
Continuum Advisory
Idaho
$1.37M 55,870 +16,890 +43%
PHS
23
Pekin Hardy Strauss
Illinois
$1.34M 54,452 +27,302 +101%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$1.27M 51,732 +51,732 New
NFP
25
Narus Financial Partners
Utah
$1.2M 48,835 +48,835 New