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Simplify Enhanced Income ETF

85 hedge funds and large institutions have $203M invested in Simplify Enhanced Income ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
34
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$25.5M +$1.25M +53,176 +5%
UBS Group
2
UBS Group
Switzerland
$17.6M -$2.41M -102,999 -12%
Wells Fargo
3
Wells Fargo
California
$16.3M -$567K -24,191 -3%
WIM
4
WealthPlan Investment Management
Nebraska
$12.7M -$3.82M -162,776 -23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M +$1.61M +68,677 +15%
LPL Financial
6
LPL Financial
California
$10.3M -$497K -21,193 -5%
3AM
7
3EDGE Asset Management
Florida
$8.23M +$3.34M +142,332 +68%
AIM
8
Astor Investment Management
Illinois
$8.06M -$466K -19,859 -5%
PS
9
Principal Securities
Iowa
$6.61M +$2.2M +93,672 +50%
AWA
10
ARQ Wealth Advisors
Arizona
$5.3M +$182K +7,753 +4%
JSL
11
JT Stratford LLC
Georgia
$4.82M +$148K +6,294 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.67M +$981K +41,840 +27%
WP
13
WealthPLAN Partners
Nebraska
$3.93M -$5.03M -214,666 -56%
BWM
14
BlackDiamond Wealth Management
New York
$3.62M +$595K +25,240 +20%
BCI
15
Brinker Capital Investments
Pennsylvania
$3.26M +$61.8K +2,636 +2%
OPS
16
Orion Portfolio Solutions
Nebraska
$3.26M +$61.8K +2,636 +2%
Jane Street
17
Jane Street
New York
$3.21M +$1.86M +79,440 +138%
Truist Financial
18
Truist Financial
North Carolina
$2.94M -$83.2K -3,549 -3%
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$2.87M +$2.87M +122,496 New
SEA
20
Stegent Equity Advisors
Texas
$2.74M -$1.05M -44,718 -28%
AWM
21
AE Wealth Management
Kansas
$2.74M -$215K -9,158 -7%
AI
22
Atria Investments
North Carolina
$2.55M +$11.3K +483 +0.4%
FTUS
23
Flow Traders U.S.
New York
$2.22M -$744K -31,749 -25%
LCGC
24
Legacy Capital Group California
California
$2.13M +$79.9K +3,406 +4%
PHS
25
Pekin Hardy Strauss
Illinois
$2.12M +$182K +7,763 +9%