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Simplify Enhanced Income ETF

56 hedge funds and large institutions have $121M invested in Simplify Enhanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $109M → $121M (+$11.9M)

8.54% more ownership

Funds ownership: 55.11%63.65% (+8.5%)

3% less funds holding

Funds holding: 5856 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
22
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.1M +$4.93M +208,057 +34%
WIM
2
WealthPlan Investment Management
Nebraska
$13.5M +$1.66M +69,807 +14%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M +$1.68M +70,707 +15%
PS
4
Principal Securities
Iowa
$11.2M +$3.22M +135,767 +41%
LPL Financial
5
LPL Financial
California
$6.13M +$234K +9,874 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31M +$124K +5,215 +2%
PIS
7
POM Investment Strategies
North Carolina
$5.18M +$640K +26,994 +14%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.4M +$978K +41,268 +29%
LIS
9
Legacy Investment Solutions
Idaho
$4.4M +$4.31M +181,762 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.82M +$160K +6,744 +4%
ECA
11
Elevated Capital Advisors
Utah
$3.68M
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.76M -$87.2K -3,677 -3%
WP
13
WealthPLAN Partners
Nebraska
$2.6M -$1.27M -53,443 -33%
HBS
14
Howard Bailey Securities
Indiana
$2.35M +$233K +9,820 +11%
SEA
15
Stegent Equity Advisors
Texas
$2.32M -$79.3K -3,344 -3%
FA
16
FSA Advisors
Michigan
$2.15M +$1.14M +48,261 +120%
AWA
17
Authentikos Wealth Advisory
California
$1.8M +$212K +8,923 +14%
EMAM
18
Encompass More Asset Management
California
$1.64M +$24K +1,014 +2%
NWM
19
Napa Wealth Management
California
$1.52M -$198K -8,332 -12%
TF
20
TME Financial
California
$1.47M -$107K -4,514 -7%
UBS Group
21
UBS Group
Switzerland
$1.47M -$5.2M -219,274 -78%
SPIA
22
Steward Partners Investment Advisory
New York
$1.06M -$167K -7,062 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$963K -$462K -19,503 -33%
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$875K +$533K +22,465 +165%
DRP
25
Decker Retirement Planning
Utah
$650K +$405K +17,073 +175%

HIGH Hedge Fund Activity: Q2 2025 in Review

56 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q2 2025, worth a combined $121M — up 11% from $109M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HIGH and 10 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was AE Wealth Management, adding an estimated $4.93M. The largest seller was UBS Group, cutting an estimated $5.2M.

  • 56 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q2 2025, down from 58 in Q1 2025.
  • Funds reported $121M of Simplify Enhanced Income ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 10 funds opened new Simplify Enhanced Income ETF positions in Q2 2025 and 12 closed out, a net change of -2 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q2 2025 was AE Wealth Management, an estimated $4.93M added.
  • The largest Simplify Enhanced Income ETF seller in Q2 2025 was UBS Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2025.