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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

46 hedge funds and large institutions have $199M invested in Simplify Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
14
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32M
2
WIM
2
WealthPlan Investment Management
Nebraska
$17.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$8.89M
4
UBS Group
4
UBS Group
Switzerland
$7.05M
5
AAS
5
Ameritas Advisory Services
Nebraska
$12.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$1.76M
2
PAG
2
Private Advisor Group
New Jersey
$20.5M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.12M
5
WP
5
WealthPLAN Partners
Nebraska
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$518K 17,614 +17,614 New
Jane Street
27
Jane Street
New York
$453K 15,354 +15,354 New
HH
28
Hilltop Holdings
Texas
$444K 15,048 +116 +0.8%
OIA
29
OneDigital Investment Advisors
Kansas
$399K 13,547 +13,547 New
MC
30
Middleton & Co
Massachusetts
$384K 13,025 -2,950 -18%
BRG
31
Bay Rivers Group
Virginia
$383K 13,000 +13,000 New
VFG
32
Victory Financial Group
Texas
$382K 12,968 +12,968 New
RFA
33
Reyes Financial Architecture
California
$349K 11,849 +11,849 New
AWS
34
Atria Wealth Solutions
New York
$336K 11,413 -2,645 -19%
PCP
35
Proficio Capital Partners
Massachusetts
$309K 10,470 – –
AWM
36
AE Wealth Management
Kansas
$294K 9,969 +9,969 New
Betterment LLC
37
Betterment LLC
New York
$230K 7,802 +7,802 New
LAMC
38
Longview Asset Management (California)
California
$220K 7,462 +7,462 New
NCM
39
Northwest Capital Management
Oregon
$162K 5,481 +28 +0.5%
AWM
40
Avior Wealth Management
Nebraska
$108K 3,656 – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$107K 3,630 +392 +12%
AssetMark Inc
42
AssetMark Inc
California
$34.6K 1,175 +1,175 New
PS
43
Principal Securities
Iowa
$29.5K 1,000 +1,000 New
HI
44
Harbour Investments
Wisconsin
$11.2K 380 +380 New
Morgan Stanley
45
Morgan Stanley
New York
$8.89K 301 – –
DFA
46
DHJJ Financial Advisors
Illinois
$590 20 – –
DAS
47
Dynamic Advisor Solutions
Arizona
– – -80,845 Closed
Mariner
48
Mariner
Kansas
– – -28,117 Closed
WAP
49
Wealthcare Advisory Partners
Pennsylvania
– – -7,103 Closed
FIA
50
Foundations Investment Advisors
Arizona
– – -6,944 Closed
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