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Simplify Enhanced Income ETF
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Overview Fund Activity

54 hedge funds and large institutions have $118M invested in Simplify Enhanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
9
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$20.1M
2
PS
Principal Securities
Iowa
$11.2M
3
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M
4
WIM
WealthPlan Investment Management
Nebraska
$13.5M
5
FA
FSA Advisors
Michigan
$2.15M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.47M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$28.9K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
PAG
Private Advisor Group
New Jersey
$0
5
WP
WealthPLAN Partners
Nebraska
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.1M +$5.04M +208,057 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$13.5M +$1.69M +69,807 +14%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M +$1.71M +70,707 +15%
PS
4
Principal Securities
Iowa
$11.2M +$3.29M +135,767 +41%
LPL Financial
5
LPL Financial
California
$6.13M +$239K +9,874 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31M +$126K +5,215 +2%
PIS
7
POM Investment Strategies
North Carolina
$5.18M +$654K +26,994 +14%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.4M +$1,000K +41,268 +29%
LIS
9
Legacy Investment Solutions
Idaho
$4.4M +$4.4M +181,762 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.81M +$279K +11,959 +8%
ECA
11
Elevated Capital Advisors
Utah
$3.68M – – –
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.76M -$89.1K -3,677 -3%
WP
13
WealthPLAN Partners
Nebraska
$2.6M -$1.29M -53,443 -33%
SEA
14
Stegent Equity Advisors
Texas
$2.32M -$81K -3,344 -3%
FA
15
FSA Advisors
Michigan
$2.15M +$1.17M +48,261 +120%
AWA
16
Authentikos Wealth Advisory
California
$1.67M +$158K +6,523 +10%
EMAM
17
Encompass More Asset Management
California
$1.64M +$24.6K +1,014 +2%
NWM
18
Napa Wealth Management
California
$1.52M -$202K -8,332 -12%
TF
19
TME Financial
California
$1.47M -$109K -4,514 -7%
UBS Group
20
UBS Group
Switzerland
$1.47M -$5.31M -219,274 -78%
SPIA
21
Steward Partners Investment Advisory
New York
$1.06M -$171K -7,062 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$963K -$473K -19,503 -33%
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$875K +$544K +22,465 +165%
DRP
24
Decker Retirement Planning
Utah
$650K +$414K +17,073 +175%
BFAG
25
Blackston Financial Advisory Group
Florida
$624K +$624K +25,740 New
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