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Simplify Enhanced Income ETF

90 hedge funds and large institutions have $178M invested in Simplify Enhanced Income ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
21
Increased
30
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.6M -$415K -18,028 -3%
AWM
2
AE Wealth Management
Kansas
$13.2M +$10.5M +456,603 +391%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.8M -$635K -27,602 -5%
WIM
4
WealthPlan Investment Management
Nebraska
$11.5M -$1.02M -44,145 -8%
UBS Group
5
UBS Group
Switzerland
$9.29M -$7.99M -347,085 -46%
LPL Financial
6
LPL Financial
California
$8.3M -$1.82M -78,976 -18%
AIM
7
Astor Investment Management
Illinois
$8.06M +$146K +6,326 +2%
PS
8
Principal Securities
Iowa
$7.54M +$1.04M +45,338 +16%
BCMLT
9
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.94M +$6.94M +301,627 New
JSL
10
JT Stratford LLC
Georgia
$4.68M -$58.2K -2,528 -1%
LIS
11
Legacy Investment Solutions
Idaho
$4.13M +$2.84M +122,674 +220%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$4.13M +$2.84M +122,674 +220%
WP
13
WealthPLAN Partners
Nebraska
$3.6M -$258K -11,213 -7%
BWM
14
BlackDiamond Wealth Management
New York
$3.25M -$292K -12,667 -8%
OPS
15
Orion Portfolio Solutions
Nebraska
$3.2M -$4.67K -203 -0.1%
BCI
16
Brinker Capital Investments
Pennsylvania
$3.2M -$4.67K -203 -0.1%
PAG
17
Private Advisor Group
New Jersey
$3.14M -$21.9M -951,900 -87%
AWA
18
ARQ Wealth Advisors
Arizona
$3.12M -$2.06M -89,605 -40%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.95M -$1.63M -70,688 -36%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$2.71M -$113K -4,929 -4%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$2.62M +113,603 New
AI
22
Atria Investments
North Carolina
$2.42M -$74.4K -3,231 -3%
SEA
23
Stegent Equity Advisors
Texas
$2.38M -$309K -13,423 -11%
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$2.35M +$862K +37,459 +58%
3AM
25
3EDGE Asset Management
Florida
$2.27M -$5.82M -252,792 -72%