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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

77 hedge funds and large institutions have $229M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
16
Increased
27
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$19.8M
2
SI
2
Stephens Inc
Arkansas
$8.1M
3
LWL
3
Leo Wealth LLC
Texas
$4.57M
4
BAM
4
Belpointe Asset Management
Nevada
$4.2M
5
MWM
5
Meridian Wealth Management
Kentucky
$3.58M

Top Sellers

1
ABWM
1
Alpine Bank Wealth Management
Colorado
$27.1K
2
LPL Financial
2
LPL Financial
California
$18.9M
3
PAG
3
Private Advisor Group
New Jersey
$7.77M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$14.7M
5
WP
5
WealthPLAN Partners
Nebraska
$9.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.11M 105,453 +4,653 +5%
3AM
27
3EDGE Asset Management
Florida
$2.62M 87,080 +62,477 +254%
OIA
28
OneDigital Investment Advisors
Kansas
$2.1M 70,039 +5,301 +8%
EH
29
Equitable Holdings
New York
$2.08M 69,303 +69,303 New
Jane Street
30
Jane Street
New York
$1.99M 66,174 +59,171 +845%
SWA
31
Stratos Wealth Advisors
Ohio
$1.64M 54,497 -86,296 -61%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.53M 50,764 +50 +0.1%
LMKC
33
L.M. Kohn & Company
Ohio
$1.48M 49,195 +49,195 New
ASN
34
Advisory Services Network
Georgia
$1.36M 44,769 +3,856 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.02M 34,055 -2,930 -8%
CA
36
Cambridge Advisors
Nebraska
$999K 33,255 +14,046 +73%
SA
37
Skyline Advisors
Washington
$927K 30,861 +30,861 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$762K 25,355 -150 -0.6%
RFA
39
Reyes Financial Architecture
California
$749K 24,921 +13,773 +124%
AFP
40
Ausdal Financial Partners
Iowa
$722K 24,015 -329 -1%
LWM
41
Lionsbridge Wealth Management
Florida
$692K 23,019 -141,553 -86%
PA
42
PFG Advisors
Arizona
$653K 21,720 -1,989 -8%
EMAM
43
Encompass More Asset Management
California
$639K 21,266 -8,442 -28%
SAM
44
Smartleaf Asset Management
Massachusetts
$503K 16,777 +16,377 +4,094%
Bank of America
45
Bank of America
North Carolina
$496K 16,493 +16,493 New
GS
46
GTS Securities
New York
$454K 15,103 +15,103 New
HH
47
Hilltop Holdings
Texas
$447K 14,871 +111 +0.8%
PI
48
PFG Investments
New York
$445K 14,818 +14,818 New
OMC
49
Old Mission Capital
Illinois
$438K 14,582 +14,582 New
BRG
50
Bay Rivers Group
Virginia
$435K 14,469 +399 +3%
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