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Simplify Enhanced Income ETF
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Overview Fund Activity

81 hedge funds and large institutions have $223M 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, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.18%
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
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$20.7M
2
PAG
Private Advisor Group
New Jersey
$25.2M
3
LPL Financial
LPL Financial
California
$11.2M
4
SEA
Stegent Equity Advisors
Texas
$3.93M
5
FTUS
Flow Traders U.S.
New York
$3.07M

Top Sellers

1
PBM
Propel Bio Management
California
$0
2
3AM
3EDGE Asset Management
Florida
$5.08M
3
SAM
Simplify Asset Management
Nevada
$0
4
Jane Street
Jane Street
New York
$1.4M
5
AIM
Astor Investment Management
Illinois
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$25.2M +$4.41M +181,289 +21%
UBS Group
2
UBS Group
Switzerland
$20.7M +$16.2M +666,419 +356%
Wells Fargo
3
Wells Fargo
California
$17.5M -$853K -35,115 -5%
WIM
4
WealthPlan Investment Management
Nebraska
$17.1M +$1.12M +46,112 +7%
RPSA
5
Richard P. Slaughter Associates
Texas
$14.8M +$854K +35,162 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.5M +$400K +16,464 +4%
LPL Financial
7
LPL Financial
California
$11.2M +$4.24M +174,291 +61%
WP
8
WealthPLAN Partners
Nebraska
$9.29M -$57.3K -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 +$128K +5,264 +2%
3AM
12
3EDGE Asset Management
Florida
$5.08M -$6.03M -248,218 -54%
JSL
13
JT Stratford LLC
Georgia
$4.85M +$566K +23,272 +13%
PS
14
Principal Securities
Iowa
$4.58M +$1.01M +41,462 +28%
SEA
15
Stegent Equity Advisors
Texas
$3.93M +$3.64M +149,832 +1,271%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.82M +$1.11M +45,514 +41%
OPS
17
Orion Portfolio Solutions
Nebraska
$3.32M +$252K +10,389 +8%
BCI
18
Brinker Capital Investments
Pennsylvania
$3.32M +$252K +10,389 +8%
Truist Financial
19
Truist Financial
North Carolina
$3.13M +$60.3K +2,481 +2%
FTUS
20
Flow Traders U.S.
New York
$3.07M +$1.61M +66,079 +109%
AWM
21
AE Wealth Management
Kansas
$3.06M +$1.22M +50,121 +66%
BWM
22
BlackDiamond Wealth Management
New York
$3.05M +$150K +6,323 +5%
AI
23
Atria Investments
North Carolina
$2.63M +$20.6K +848 +0.8%
CFG
24
Citizens Financial Group
Rhode Island
$2.21M +$43.1K +1,774 +2%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$758K +31,189 +53%
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