Simplify Hedged Equity ETF
HEQT
HEQT
34 hedge funds and large institutions have $86.8M invested in Simplify Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
TCM
26
TD Capital Management
Memphis,
Tennessee
| $281K | 11,338 | – | – |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $221K | 8,891 | -14,103 | -61% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $182K | 7,337 | +4,132 | +129% |
|
|
FA
29
Fiduciary Alliance
Greenville,
South Carolina
| $93.6K | 3,771 | +3,771 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | 1,894 | +1,894 | New |
|
|
NCM
31
Northwest Capital Management
Lake Oswego,
Oregon
| $45.8K | 1,844 | +1,844 | New |
|
32
JPMorgan Chase & Co
New York
| $23.3K | 939 | -163,681 | -99% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $25 | 1 | – | – |
|
34
Morgan Stanley
New York
| $25 | 1 | +1 | New |
|
35
UBS Group
Zurich,
Switzerland
| – | – | -3,913 | Closed |
|
|
CTC
36
Central Trust Company
Jefferson City,
Missouri
| – | – | -100 | Closed |
|
|
CFGS
37
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|