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Simplify Enhanced Income ETF

51 hedge funds and large institutions have $88.8M invested in Simplify Enhanced Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $119M → $88.8M (-$30.7M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
51
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
PS
1
Principal Securities
Iowa
$13.4M
AWM
2
AE Wealth Management
Kansas
$12M
ECA
3
Elevated Capital Advisors
Utah
$9.39M
WIM
4
WealthPlan Investment Management
Nebraska
$7.89M
LPL Financial
5
LPL Financial
California
$6.6M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.44M
PIS
7
POM Investment Strategies
North Carolina
$3.4M
Osaic Holdings
8
Osaic Holdings
Arizona
$3.04M
KCM
9
Key Capital Management
Tennessee
$2.22M
WP
10
WealthPLAN Partners
Nebraska
$2.08M
EMAM
11
Encompass More Asset Management
California
$2.02M
AFG
12
Altiora Financial Group
Ohio
$1.98M
SEA
13
Stegent Equity Advisors
Texas
$1.87M
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84M
HBS
15
Howard Bailey Securities
Indiana
$1.79M
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.49M
FA
17
FSA Advisors
Michigan
$1.4M
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$1.13M
AWA
19
Authentikos Wealth Advisory
California
$1.08M
TF
20
TME Financial
California
$1.05M
SF
21
Summit Financial
New Jersey
$787K
IC
22
IEQ Capital
California
$712K
BFAG
23
Blackston Financial Advisory Group
Florida
$673K
NA
24
Networth Advisors
Pennsylvania
$478K
SPIA
25
Steward Partners Investment Advisory
New York
$400K