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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

36 hedge funds and large institutions have $165M invested in Simplify Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
2
Increased
18
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$25.5M
2
FEG
2
Financial Enhancement Group
Indiana
$10.4M
3
UBS Group
3
UBS Group
Switzerland
$4.17M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M
5
LPL Financial
5
LPL Financial
California
$10.6M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$900K
2
AAS
2
Ameritas Advisory Services
Nebraska
$9.39M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.94M
4
MG
4
Mather Group
Illinois
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Middleton & Co
Massachusetts
$461K 15,975 -4,132 -21%
HH
27
Hilltop Holdings
Texas
$431K 14,932 +14,932 New
AWS
28
Atria Wealth Solutions
New York
$406K 14,058 -245 -2%
PCP
29
Proficio Capital Partners
Massachusetts
$302K 10,470 – –
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$205K 7,103 +7,103 New
FIA
31
Foundations Investment Advisors
Arizona
$201K 6,944 -4,793 -41%
NCM
32
Northwest Capital Management
Oregon
$157K 5,453 +135 +3%
AWM
33
Avior Wealth Management
Nebraska
$106K 3,656 -525 -13%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$93.5K 3,238 +2,466 +319%
Morgan Stanley
35
Morgan Stanley
New York
$8.69K 301 +1 +0.3%
DFA
36
DHJJ Financial Advisors
Illinois
$578 20 – –
MG
37
Mather Group
Illinois
– – -29,514 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– – -15,664 Closed
Wolverine Trading
39
Wolverine Trading
Illinois
– – -9,046 Closed
EMAM
40
Encompass More Asset Management
California
– – -7,915 Closed
CTC
41
Central Trust Company
Missouri
– – -376 Closed
PCM
42
Penserra Capital Management
California
– – -286 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
– – -197 Closed
TCM
44
TD Capital Management
Tennessee
– – -3 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
PS
46
Principal Securities
Iowa
– – – –
1
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