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Simplify Enhanced Income ETF

55 hedge funds and large institutions have $118M invested in Simplify Enhanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$20.1M
WIM
2
WealthPlan Investment Management
Nebraska
$13.5M
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2M
PS
4
Principal Securities
Iowa
$11.2M
LPL Financial
5
LPL Financial
California
$6.13M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.31M
PIS
7
POM Investment Strategies
North Carolina
$5.18M
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$4.4M
LIS
9
Legacy Investment Solutions
Idaho
$4.4M
Osaic Holdings
10
Osaic Holdings
Arizona
$3.82M
ECA
11
Elevated Capital Advisors
Utah
$3.68M
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.76M
WP
13
WealthPLAN Partners
Nebraska
$2.6M
SEA
14
Stegent Equity Advisors
Texas
$2.32M
FA
15
FSA Advisors
Michigan
$2.15M
AWA
16
Authentikos Wealth Advisory
California
$1.67M
EMAM
17
Encompass More Asset Management
California
$1.64M
NWM
18
Napa Wealth Management
California
$1.52M
TF
19
TME Financial
California
$1.47M
UBS Group
20
UBS Group
Switzerland
$1.47M
SPIA
21
Steward Partners Investment Advisory
New York
$1.06M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$963K
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$875K
DRP
24
Decker Retirement Planning
Utah
$650K
BFAG
25
Blackston Financial Advisory Group
Florida
$624K