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Simplify Enhanced Income ETF

52 hedge funds and large institutions have $119M invested in Simplify Enhanced Income ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

0.16% less ownership

Funds ownership: 63.65%63.49% (-0.16%)

1% less capital invested

Capital invested by funds: $121M → $119M (-$1.2M)

7% less funds holding

Funds holding: 5652 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
26
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.5M +$416K +17,755 +2%
WIM
2
WealthPlan Investment Management
Nebraska
$12.9M +$84.8K +3,617 +0.7%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.4M -$184K -7,843 -1%
PS
4
Principal Securities
Iowa
$12M +$1.35M +57,620 +12%
ECA
5
Elevated Capital Advisors
Utah
$8.04M +$4.24M +180,791 +108%
PIS
6
POM Investment Strategies
North Carolina
$7.21M +$2.31M +98,457 +46%
LPL Financial
7
LPL Financial
California
$6.64M +$811K +34,595 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.59M +$539K +22,996 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.68M +$31.6K +1,348 +0.9%
HBS
10
Howard Bailey Securities
Indiana
$2.72M +$486K +20,723 +21%
WP
11
WealthPLAN Partners
Nebraska
$2.49M +$15.6K +667 +0.6%
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$2.27M -$369K -15,757 -14%
SEA
13
Stegent Equity Advisors
Texas
$2.2M -$9.59K -409 -0.4%
EMAM
14
Encompass More Asset Management
California
$2.04M +$486K +20,748 +31%
LWMI
15
Legacy Wealth Management (Idaho)
Idaho
$1.92M -$2.32M -98,758 -54%
AWA
16
Authentikos Wealth Advisory
California
$1.84M +$128K +5,453 +7%
NWM
17
Napa Wealth Management
California
$1.75M +$314K +13,387 +21%
TF
18
TME Financial
California
$1.54M +$141K +6,019 +10%
OMC
19
Old Mission Capital
Illinois
$1.26M +$1.28M +54,625 New
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$1.14M +$314K +13,386 +37%
Citadel Advisors
21
Citadel Advisors
Florida
$914K +$395K +16,836 +74%
SPIA
22
Steward Partners Investment Advisory
New York
$913K -$95.5K -4,074 -9%
BFAG
23
Blackston Financial Advisory Group
Florida
$905K +$297K +12,658 +48%
SF
24
Summit Financial
New Jersey
$850K +$863K +36,798 New
IC
25
IEQ Capital
California
$737K +$748K +31,925 New

HIGH Hedge Fund Activity: Q3 2025 in Review

52 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Enhanced Income ETF (HIGH) for Q3 2025, worth a combined $119M — down 1% from $121M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HIGH and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 26 added.

The largest buyer was Elevated Capital Advisors, adding an estimated $4.24M. The largest seller was Legacy Wealth Management (Idaho), cutting an estimated $2.32M.

  • 52 institutional investors held Simplify Enhanced Income ETF (HIGH) as of Q3 2025, down from 56 in Q2 2025.
  • Funds reported $119M of Simplify Enhanced Income ETF stock for Q3 2025, down 1% quarter-over-quarter.
  • 8 funds opened new Simplify Enhanced Income ETF positions in Q3 2025 and 11 closed out, a net change of -3 holders.
  • The largest Simplify Enhanced Income ETF buyer in Q3 2025 was Elevated Capital Advisors, an estimated $4.24M added.
  • The largest Simplify Enhanced Income ETF seller in Q3 2025 was Legacy Wealth Management (Idaho), an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2025.