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Simplify Enhanced Income ETF

83 hedge funds and large institutions have $227M invested in Simplify Enhanced Income ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

9% more funds holding

Funds holding: 7683 (+7)

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.25M)

4.34% less ownership

Funds ownership: 56.4%52.06% (-4.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.2%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$25.2M +$4.43M +181,289 +21%
UBS Group
2
UBS Group
Switzerland
$20.7M +$16.3M +666,419 +356%
Wells Fargo
3
Wells Fargo
California
$17.5M -$857K -35,115 -5%
WIM
4
WealthPlan Investment Management
Nebraska
$17.1M +$1.13M +46,112 +7%
RPSA
5
Richard P. Slaughter Associates
Texas
$14.8M +$858K +35,162 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.5M +$402K +16,464 +4%
LPL Financial
7
LPL Financial
California
$11.2M +$4.25M +174,291 +61%
WP
8
WealthPLAN Partners
Nebraska
$9.29M -$57.5K -2,357 -0.6%
AIM
9
Astor Investment Management
Illinois
$8.84M -$1.27M -52,214 -13%
PFA
10
Peak Financial Advisors
Colorado
$6.24M +$1.22M +50,118 +24%
AWA
11
ARQ Wealth Advisors
Arizona
$5.29M +$129K +5,264 +2%
3AM
12
3EDGE Asset Management
Florida
$5.08M -$6.06M -248,218 -54%
JSL
13
JT Stratford LLC
Georgia
$4.85M +$568K +23,272 +13%
PS
14
Principal Securities
Iowa
$4.58M +$1.01M +41,462 +28%
SEA
15
Stegent Equity Advisors
Texas
$3.93M +$3.66M +149,832 +1,271%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.82M +$1.11M +45,514 +41%
FHA
17
Flagship Harbor Advisors
Massachusetts
$3.55M -$382K -15,637 -10%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.32M +$254K +10,389 +8%
OPS
19
Orion Portfolio Solutions
Nebraska
$3.32M +$254K +10,389 +8%
Truist Financial
20
Truist Financial
North Carolina
$3.13M +$60.6K +2,481 +2%
FTUS
21
Flow Traders U.S.
New York
$3.07M +$1.61M +66,079 +109%
AWM
22
AE Wealth Management
Kansas
$3.06M +$1.22M +50,121 +66%
BWM
23
BlackDiamond Wealth Management
New York
$3.05M +$154K +6,323 +5%
AI
24
Atria Investments
North Carolina
$2.63M +$20.7K +848 +0.8%
CFG
25
Citizens Financial Group
Rhode Island
$2.21M +$43.3K +1,774 +2%

HIGH Hedge Fund Activity: Q2 2024 in Review

83 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q2 2024, worth a combined $227M — up 0.56% from $226M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HIGH positions and 8 closed out — a net gain of 7 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Propel Bio Management, exiting entirely with an estimated $28M sold.

  • 83 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $227M of Simplify Enhanced Income ETF stock for Q2 2024, up 0.56% quarter-over-quarter.
  • 15 funds opened new Simplify Enhanced Income ETF positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q2 2024 was UBS Group, an estimated $16.3M added.
  • The largest Simplify Enhanced Income ETF seller in Q2 2024 was Propel Bio Management, an estimated $28M sold.

Based on aggregated 13F filings for Q2 2024.