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Simplify Enhanced Income ETF

57 hedge funds and large institutions have $107M invested in Simplify Enhanced Income ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-33
Holders Change %
-36.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
9
Increased
16
Reduced
28
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$13.6M +$1.02M +46,594 +8%
WIM
2
WealthPlan Investment Management
Nebraska
$10.7M -$260K -11,849 -2%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4M +$3.75M +171,020 +57%
PS
4
Principal Securities
Iowa
$7.54M
UBS Group
5
UBS Group
Switzerland
$6.14M -$2.72M -123,831 -31%
LPL Financial
6
LPL Financial
California
$5.34M -$2.57M -117,112 -32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.69M -$6.59M -300,443 -58%
PIS
8
POM Investment Strategies
North Carolina
$4.1M +$4.1M +186,966 New
ECA
9
Elevated Capital Advisors
Utah
$3.68M +$2.87M +131,007 +359%
WP
10
WealthPLAN Partners
Nebraska
$3.52M +$95.1K +4,335 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.31M +$500K +22,794 +18%
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$3.08M -$830K -37,831 -21%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.02M +$1.8M +81,926 +147%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$2.92M +$683K +31,129 +30%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$2.58M +$1.4K +64 +0.1%
PAG
16
Private Advisor Group
New Jersey
$2.35M -$642K -29,278 -21%
SEA
17
Stegent Equity Advisors
Texas
$2.17M -$96.6K -4,403 -4%
NWM
18
Napa Wealth Management
California
$1.56M -$181K -8,231 -10%
EMAM
19
Encompass More Asset Management
California
$1.46M +$164K +7,491 +13%
TF
20
TME Financial
California
$1.43M -$156K -7,128 -10%
AWA
21
Authentikos Wealth Advisory
California
$1.37M +$1.37M +62,411 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.3M -$606K -27,618 -32%
SPIA
23
Steward Partners Investment Advisory
New York
$1.11M -$140K -6,368 -11%
CW
24
CreativeOne Wealth
Kansas
$1.01M -$487K -22,198 -33%
FA
25
FSA Advisors
Michigan
$886K +$387K +17,646 +78%