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Simplify Enhanced Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $225M invested in Simplify Enhanced Income ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
22
Increased
28
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PBM
Propel Bio Management
California
$28M
2
WIM
WealthPlan Investment Management
Nebraska
$16.1M
3
RPSA
Richard P. Slaughter Associates
Texas
$14M
4
WP
WealthPLAN Partners
Nebraska
$9.38M
5
3AM
3EDGE Asset Management
Florida
$11.2M

Top Sellers

1
PFA
Peak Financial Advisors
Colorado
$5.04M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.72M
3
AWM
AE Wealth Management
Kansas
$1.85M
4
Wells Fargo
Wells Fargo
California
$18.4M
5
WAM
Worth Asset Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PBM
1
Propel Bio Management
California
$28M +$25.7M +1,372,360 +1,142%
PAG
2
Private Advisor Group
New Jersey
$20.8M +$2.95M +120,964 +17%
Wells Fargo
3
Wells Fargo
California
$18.4M -$805K -33,009 -4%
WIM
4
WealthPlan Investment Management
Nebraska
$16.1M +$16.1M +658,900 New
RPSA
5
Richard P. Slaughter Associates
Texas
$14M +$13.8M +564,426 +6,882%
3AM
6
3EDGE Asset Management
Florida
$11.2M +$8.07M +330,774 +262%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.1M +$2.27M +92,905 +26%
AIM
8
Astor Investment Management
Illinois
$10.2M -$250K -10,237 -2%
WP
9
WealthPLAN Partners
Nebraska
$9.38M +$9.38M +384,550 New
LPL Financial
10
LPL Financial
California
$6.98M +$5.26M +215,503 +305%
AWA
11
ARQ Wealth Advisors
Arizona
$5.18M +$5.18M +212,283 New
PFA
12
Peak Financial Advisors
Colorado
$5.04M -$6.11M -250,341 -55%
UBS Group
13
UBS Group
Switzerland
$4.57M +$4.57M +187,377 New
JSL
14
JT Stratford LLC
Georgia
$4.3M +$4.3M +176,136 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$3.94M +$527K +21,595 +15%
PS
16
Principal Securities
Iowa
$3.59M +$3.15M +129,064 +720%
Truist Financial
17
Truist Financial
North Carolina
$3.08M -$49.1K -2,012 -2%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.08M -$148K -6,063 -5%
OPS
19
Orion Portfolio Solutions
Nebraska
$3.08M -$148K -6,063 -5%
BWM
20
BlackDiamond Wealth Management
New York
$2.98M +$251K +10,306 +9%
SAM
21
Simplify Asset Management
Nevada
$2.93M -$3.49K -143 -0.1%
Jane Street
22
Jane Street
New York
$2.93M -$345K -14,159 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.72M -$3.72M -152,314 -58%
AI
24
Atria Investments
North Carolina
$2.62M +$41.1K +1,685 +2%
LCGC
25
Legacy Capital Group California
California
$2.19M -$27K -1,106 -1%
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