Simplify Enhanced Income ETF
HIGH
59 hedge funds and large institutions have $133M invested in Simplify Enhanced Income ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.
1,340% more capital inflows, than outflows
Capital inflows: $109M | Capital outflows: $7.57M
800% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 5
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
211% more funds holding
Funds holding: 19 → 59 (+40)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24.11% more ownership
Funds ownership: 7.95% → 32.06% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$18.1M |
| 3 |
Astor Investment Management
Chicago,
Illinois
|
+$10.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$2.79M |
| 2 |
3EDGE Asset Management
Naples,
Florida
|
-$2.19M |
| 3 |
Worth Asset Management
Dallas,
Texas
|
-$1.05M |
| 4 |
Ocean Park Asset Management
Santa Monica,
California
|
-$776K |
| 5 |
Peak Financial Advisors
Denver,
Colorado
|
-$731K |
HIGH Hedge Fund Activity: Q4 2023 in Review
59 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q4 2023, worth a combined $133M — up 296% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new HIGH positions and 5 closed out — a net gain of 40 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $19.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.79M sold.
- 59 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $133M of Simplify Enhanced Income ETF stock for Q4 2023, up 296% quarter-over-quarter.
- 45 funds opened new Simplify Enhanced Income ETF positions in Q4 2023 and 5 closed out, a net change of +40 holders.
- The largest Simplify Enhanced Income ETF buyer in Q4 2023 was Wells Fargo, an estimated $19.5M added.
- The largest Simplify Enhanced Income ETF seller in Q4 2023 was Old Mission Capital, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2023.