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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

78 hedge funds and large institutions have $232M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
16
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$5.88M
2
SI
Stephens Inc
Arkansas
+$5.34M
3
LWL
Leo Wealth LLC
Texas
+$4.57M
4
BAM
Belpointe Asset Management
Nevada
+$4.2M
5
MWM
Meridian Wealth Management
Kentucky
+$3.34M

Top Sellers

1
ABWM
Alpine Bank Wealth Management
Colorado
-$55.6M
2
LPL Financial
LPL Financial
California
-$17.3M
3
PAG
Private Advisor Group
New Jersey
-$16.9M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
-$10.5M
5
WP
WealthPLAN Partners
Nebraska
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.11M +$137K +4,653 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.93M +$1.49M +49,668 +104%
3AM
28
3EDGE Asset Management
Florida
$2.62M +$1.88M +62,477 +254%
OIA
29
OneDigital Investment Advisors
Kansas
$2.1M +$159K +5,301 +8%
EH
30
Equitable Holdings
New York
$2.08M +$2.08M +69,303 New
Jane Street
31
Jane Street
New York
$1.99M +$1.78M +59,171 +845%
SWA
32
Stratos Wealth Advisors
Ohio
$1.64M -$2.59M -86,296 -61%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.53M +$1.5K +50 +0.1%
LMKC
34
L.M. Kohn & Company
Ohio
$1.48M +$1.48M +49,195 New
ASN
35
Advisory Services Network
Georgia
$1.36M +$117K +3,856 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.02M -$88K -2,930 -8%
CA
37
Cambridge Advisors
Nebraska
$999K +$422K +14,046 +73%
SA
38
Skyline Advisors
Washington
$927K +$927K +30,861 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$762K -$4.51K -150 -0.6%
RFA
40
Reyes Financial Architecture
California
$749K +$414K +13,773 +124%
AFP
41
Ausdal Financial Partners
Iowa
$722K -$9.89K -329 -1%
LWM
42
Lionsbridge Wealth Management
Florida
$692K -$4.25M -141,553 -86%
PA
43
PFG Advisors
Arizona
$653K -$59.8K -1,989 -8%
EMAM
44
Encompass More Asset Management
California
$639K -$254K -8,442 -28%
SAM
45
Smartleaf Asset Management
Massachusetts
$503K +$491K +16,377 +4,094%
Bank of America
46
Bank of America
North Carolina
$496K +$496K +16,493 New
GS
47
GTS Securities
New York
$454K +$454K +15,103 New
HH
48
Hilltop Holdings
Texas
$447K +$3.34K +111 +0.8%
PI
49
PFG Investments
New York
$445K +$445K +14,818 New
OMC
50
Old Mission Capital
Illinois
$438K +$438K +14,582 New
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