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Simplify Hedged Equity ETF

77 hedge funds and large institutions have $229M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.03%
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
27
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MC
51
Middleton & Co
Massachusetts
$391K 13,025
WWM
52
Western Wealth Management
Colorado
$364K 12,107 +1,194 +11%
PCP
53
Proficio Capital Partners
Massachusetts
$315K 10,470
GSWM
54
Golden State Wealth Management
California
$280K 9,332 +4,174 +81%
Citadel Advisors
55
Citadel Advisors
Florida
$260K 8,649 +8,649 New
Wolverine Trading
56
Wolverine Trading
Illinois
$252K 8,415 +8,415 New
Betterment LLC
57
Betterment LLC
New York
$246K 8,191 +285 +4%
CW
58
CreativeOne Wealth
Kansas
$242K 8,064 +8,064 New
Mariner
59
Mariner
Kansas
$241K 8,028 -448 -5%
AWS
60
Atria Wealth Solutions
New York
$241K 8,010 -1,753 -18%
AWM
61
AE Wealth Management
Kansas
$202K 6,727 -1,741 -21%
NCM
62
Northwest Capital Management
Oregon
$113K 3,747 +44 +1%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$103K 3,418 -21 -0.6%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$101K 3,358 +3,358 New
LAMC
65
Longview Asset Management (California)
California
$78.3K 2,606 -225 -8%
LFG
66
Larson Financial Group
Missouri
$31.6K 1,051 -964 -48%
PS
67
Principal Securities
Iowa
$30.1K 1,000
ABWM
68
Alpine Bank Wealth Management
Colorado
$27.1K 901 -1,851,757 -100%
HI
69
Harbour Investments
Wisconsin
$23.4K 780
AssetMark Inc
70
AssetMark Inc
California
$18.9K 628 -608 -49%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$17.3K 577
NWM
72
Nova Wealth Management
Florida
$14.8K 492 +492 New
GRP
73
Global Retirement Partners
California
$13.9K 462 +462 New
Morgan Stanley
74
Morgan Stanley
New York
$13.7K 455 +154 +51%
Raymond James Financial
75
Raymond James Financial
Florida
$9.14K 304 +304 New