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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

27 hedge funds and large institutions have $84.7M invested in Simplify Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
14
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.48M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.15M
3
FEG
3
Financial Enhancement Group
Indiana
$10.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$543K
5
AWA
5
ARQ Wealth Advisors
Arizona
$511K

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$8.64M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$8.22M
3
WP
3
WealthPLAN Partners
Nebraska
$13.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$6.43M
5
FA
5
Fiduciary Alliance
South Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$2.36K +$2.36K +100 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$24 +$24 +1 New
FA
28
Fiduciary Alliance
South Carolina
– -$85K -3,766 Closed
IA
29
IFP Advisors
Florida
– -$65K -2,569 Closed
1
2