Simplify Hedged Equity ETF
HEQT
HEQT
32 hedge funds and large institutions have $86.9M invested in Simplify Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
11
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $289K | -$18.2K | -745 | -6% |
|
|
TCM
27
TD Capital Management
Memphis,
Tennessee
| $276K | +$49 | +2 | +0% |
|
|
AWS
28
Atria Wealth Solutions
New York
| $256K | +$256K | +10,502 | New |
|
|
NCM
29
Northwest Capital Management
Lake Oswego,
Oregon
| $44.9K | -$49 | -2 | -0.1% |
|
30
UBS Group
Zurich,
Switzerland
| $20.4K | +$20.4K | +839 | New |
|
31
JPMorgan Chase & Co
New York
| $17.5K | -$5.34K | -219 | -23% |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $488 | +$488 | +20 | New |
|
33
Jane Street
New York
| – | -$384K | -15,464 | Closed |
|
|
WCP
34
Wick Capital Partners
Wayne,
Pennsylvania
| – | -$347K | -13,990 | Closed |
|
35
Wolverine Trading
Chicago,
Illinois
| – | -$302K | -12,221 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$221K | -8,891 | Closed |
|
|
FA
37
Fiduciary Alliance
Greenville,
South Carolina
| – | -$93.6K | -3,771 | Closed |
|
38
Morgan Stanley
New York
| – | -$25 | -1 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|