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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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

78% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 40

Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$13.6M
WIM
2
WealthPlan Investment Management
Nebraska
$10.7M
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4M
PS
4
Principal Securities
Iowa
$7.54M
UBS Group
5
UBS Group
Switzerland
$6.14M
LPL Financial
6
LPL Financial
California
$5.34M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.69M
PIS
8
POM Investment Strategies
North Carolina
$4.1M
ECA
9
Elevated Capital Advisors
Utah
$3.68M
WP
10
WealthPLAN Partners
Nebraska
$3.52M
Osaic Holdings
11
Osaic Holdings
Arizona
$3.31M
LWMI
12
Legacy Wealth Management (Idaho)
Idaho
$3.08M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.02M
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$2.92M
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$2.58M
PAG
16
Private Advisor Group
New Jersey
$2.35M
SEA
17
Stegent Equity Advisors
Texas
$2.17M
NWM
18
Napa Wealth Management
California
$1.56M
EMAM
19
Encompass More Asset Management
California
$1.46M
TF
20
TME Financial
California
$1.43M
AWA
21
Authentikos Wealth Advisory
California
$1.37M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.3M
SPIA
23
Steward Partners Investment Advisory
New York
$1.11M
CW
24
CreativeOne Wealth
Kansas
$1.01M
FA
25
FSA Advisors
Michigan
$886K