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Simplify Enhanced Income ETF

58 hedge funds and large institutions have $109M invested in Simplify Enhanced Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.97% less ownership

Funds ownership: 61.07%55.11% (-6%)

36% less funds holding

Funds holding: 9058 (-32)

39% less capital invested

Capital invested by funds: $178M → $109M (-$69M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

75% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 40

Holders
58
Holders Change
-32
Holders Change %
-35.56%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
10
Increased
16
Reduced
28
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$13.6M +$1.06M +46,594 +8%
WIM
2
WealthPlan Investment Management
Nebraska
$10.7M -$270K -11,849 -2%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4M +$3.9M +171,020 +57%
PS
4
Principal Securities
Iowa
$7.54M
UBS Group
5
UBS Group
Switzerland
$6.14M -$2.83M -123,831 -31%
LPL Financial
6
LPL Financial
California
$5.34M -$2.67M -117,112 -32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.69M -$6.86M -300,443 -58%
PIS
8
POM Investment Strategies
North Carolina
$4.1M +$4.27M +186,966 New
ECA
9
Elevated Capital Advisors
Utah
$3.68M +$2.99M +131,007 +359%
WP
10
WealthPLAN Partners
Nebraska
$3.52M +$99K +4,335 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.31M +$520K +22,794 +18%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$3.08M -$864K -37,831 -21%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.02M +$1.87M +81,926 +147%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$2.92M +$711K +31,129 +30%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$2.58M +$1.46K +64 +0.1%
PAG
16
Private Advisor Group
New Jersey
$2.35M -$668K -29,278 -21%
SEA
17
Stegent Equity Advisors
Texas
$2.17M -$101K -4,403 -4%
HBS
18
Howard Bailey Securities
Indiana
$1.92M +$1.99M +87,352 New
NWM
19
Napa Wealth Management
California
$1.56M -$188K -8,231 -10%
EMAM
20
Encompass More Asset Management
California
$1.46M +$171K +7,491 +13%
AWA
21
Authentikos Wealth Advisory
California
$1.44M +$1.49M +65,407 New
TF
22
TME Financial
California
$1.43M -$163K -7,128 -10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.3M -$630K -27,618 -32%
SPIA
24
Steward Partners Investment Advisory
New York
$1.11M -$145K -6,368 -11%
CW
25
CreativeOne Wealth
Kansas
$1.01M -$507K -22,198 -33%

HIGH Hedge Fund Activity: Q1 2025 in Review

58 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q1 2025, worth a combined $109M — down 39% from $178M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of HIGH and 10 opened new positions — a net loss of 30 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was POM Investment Strategies, opening a new position worth an estimated $4.27M. The largest seller was Wells Fargo, cutting an estimated $15.4M.

  • 58 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q1 2025, down from 90 in Q4 2024.
  • Funds reported $109M of Simplify Enhanced Income ETF stock for Q1 2025, down 39% quarter-over-quarter.
  • 10 funds opened new Simplify Enhanced Income ETF positions in Q1 2025 and 40 closed out, a net change of -30 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q1 2025 was POM Investment Strategies, an estimated $4.27M added.
  • The largest Simplify Enhanced Income ETF seller in Q1 2025 was Wells Fargo, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.