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Simplify Hedged Equity ETF

59 hedge funds and large institutions have $330M invested in Simplify Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+24
Holders Change %
+68.57%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$2.06M +$2.06M +77,894 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.95M -$12.5K -473 -0.6%
SB
28
Strategic Blueprint
Georgia
$1.73M +$1.73M +65,388 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.63M +$678K +25,610 +71%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$1.58M +$1.58M +59,619 New
MC
31
Middleton & Co
Massachusetts
$1.41M +$1.41M +53,285 New
HAM
32
Harmony Asset Management
Arizona
$1.34M +$1.07M +40,564 +405%
FNWA
33
Financial Network Wealth Advisors
Utah
$1.26M +$1.26M +47,732 New
PAG
34
Private Advisor Group
New Jersey
$1.05M +$118K +4,461 +13%
UBS Group
35
UBS Group
Switzerland
$890K +$890K +33,599 New
PWA
36
Peterson Wealth Advisors
Utah
$861K -$7.07K -267 -0.8%
DAS
37
Diversify Advisory Services
Utah
$769K +$769K +29,084 New
FEG
38
Financial Enhancement Group
Indiana
$752K -$230K -8,763 -23%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$673K +$673K +25,424 New
NG
40
Norden Group
Utah
$501K +$501K +18,928 New
FIA
41
Foundations Investment Advisors
Arizona
$427K +$427K +16,108 New
AWS
42
Atria Wealth Solutions
New York
$389K -$43.8K -1,654 -10%
Citadel Advisors
43
Citadel Advisors
Florida
$375K +$63.4K +2,394 +20%
MTC
44
Matrix Trust Company
Colorado
$304K +$304K +11,462 New
PCP
45
Proficio Capital Partners
Massachusetts
$277K +$277K +10,470 New
RW
46
Regimen Wealth
Georgia
$272K +$272K +10,266 New
EMAM
47
Encompass More Asset Management
California
$215K -$43.4K -1,637 -17%
PCIA
48
Prime Capital Investment Advisors
Kansas
$200K +$200K +7,551 New
FFO
49
Fortitude Family Office
Arizona
$141K +$141K +5,311 New
AWM
50
Avior Wealth Management
Nebraska
$130K +$130K +4,907 New