Simplify Enhanced Income ETF
HIGH
92 hedge funds and large institutions have $178M invested in Simplify Enhanced Income ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 16 closing their positions.
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 87 → 92 (+5)
5.2% less ownership
Funds ownership: 48.01% → 42.81% (-5.2%)
11% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 35
37% less capital inflows, than outflows
Capital inflows: $38.2M | Capital outflows: $60.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$10.7M |
| 2 |
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$7.09M |
| 3 |
Legacy Investment Solutions
Meridian,
Idaho
|
+$2.88M |
| 4 |
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$2.88M |
| 5 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$22.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.15M |
| 3 |
3EDGE Asset Management
Naples,
Florida
|
-$5.94M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.94M |
| 5 |
Flow Traders U.S.
New York
|
-$2.22M |
HIGH Hedge Fund Activity: Q4 2024 in Review
92 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q4 2024, worth a combined $178M — down 12% from $203M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HIGH positions and 16 closed out — a net gain of 6 holders — while 31 added to existing stakes and 35 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.7M. The largest seller was Private Advisor Group, cutting an estimated $22.4M.
- 92 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q4 2024, up from 87 in Q3 2024.
- Funds reported $178M of Simplify Enhanced Income ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 22 funds opened new Simplify Enhanced Income ETF positions in Q4 2024 and 16 closed out, a net change of +6 holders.
- The largest Simplify Enhanced Income ETF buyer in Q4 2024 was AE Wealth Management, an estimated $10.7M added.
- The largest Simplify Enhanced Income ETF seller in Q4 2024 was Private Advisor Group, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2024.