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Simplify Hedged Equity ETF

42 hedge funds and large institutions have $132M invested in Simplify Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 22 closing their positions.

Holders
42
Holders Change
-17
Holders Change %
-28.81%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
16
Reduced
15
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
26
PFG Advisors
Arizona
$551K +$551K +19,915 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$433K +$433K +15,664 New
AWS
28
Atria Wealth Solutions
New York
$396K -$10.8K -391 -3%
FIA
29
Foundations Investment Advisors
Arizona
$325K -$121K -4,371 -27%
UBS Group
30
UBS Group
Switzerland
$290K -$640K -23,119 -69%
PCP
31
Proficio Capital Partners
Massachusetts
$290K
Wolverine Trading
32
Wolverine Trading
Illinois
$250K +$250K +9,046 New
EMAM
33
Encompass More Asset Management
California
$219K -$5.51K -199 -2%
NCM
34
Northwest Capital Management
Oregon
$147K +$96.2K +3,476 +189%
AWM
35
Avior Wealth Management
Nebraska
$116K -$20.1K -726 -15%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$21.4K -$2.08K -75 -9%
CTC
37
Central Trust Company
Missouri
$10.4K
Morgan Stanley
38
Morgan Stanley
New York
$8.3K +$8.27K +299 +29,900%
PCM
39
Penserra Capital Management
California
$8K +$8K +286 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5K
DFA
41
DHJJ Financial Advisors
Illinois
$554
TCM
42
TD Capital Management
Tennessee
$71
3AM
43
3EDGE Asset Management
Florida
-$135M -5,096,110 Closed
TC
44
TownSquare Capital
Utah
-$22.7M -855,181 Closed
BCI
45
Brinker Capital Investments
Pennsylvania
-$14.3M -541,710 Closed
OPS
46
Orion Portfolio Solutions
Nebraska
-$14.3M -541,710 Closed
PWG
47
Portside Wealth Group
Utah
-$4.79M -180,787 Closed
PCG
48
Prosperity Consulting Group
Maryland
-$3.38M -127,712 Closed
AWAU
49
Alliance Wealth Advisors (Utah)
Utah
-$3.23M -122,072 Closed
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
-$2.21M -83,607 Closed