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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

68 hedge funds and large institutions have $297M invested in Simplify Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
20
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$24M
2
SIM
Stratos Investment Management
Ohio
$5.63M
3
FFA
Farther Finance Advisors
California
$4.86M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.29M
5
MML Investors Services
MML Investors Services
Massachusetts
$6.86M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
$13.2M
2
AAS
Ameritas Advisory Services
Nebraska
$10.2M
3
SMC
Smith, Moore & Co
Missouri
$4.35M
4
UBS Group
UBS Group
Switzerland
$5.59M
5
SWA
Stratos Wealth Advisors
Ohio
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$226K +$2.97K +104 +1%
MWM
52
Meridian Wealth Management
Kentucky
$225K +$225K +7,872 New
Jane Street
53
Jane Street
New York
$200K -$239K -8,351 -54%
GSWM
54
Golden State Wealth Management
California
$147K +$147K +5,158 New
NCM
55
Northwest Capital Management
Oregon
$106K -$50.8K -1,778 -32%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$98.3K -$5.46K -191 -5%
LAMC
57
Longview Asset Management (California)
California
$80.9K -$132K -4,631 -62%
LFG
58
Larson Financial Group
Missouri
$57.6K +$57.6K +2,015 New
MBFW
59
Morton Brown Family Wealth
Pennsylvania
$37.5K +$37.5K +1,311 New
AssetMark Inc
60
AssetMark Inc
California
$35.3K +$1.74K +61 +5%
PS
61
Principal Securities
Iowa
$29.5K – – –
KWM
62
Kiker Wealth Management
Georgia
$27.5K +$27.5K +962 New
HI
63
Harbour Investments
Wisconsin
$22.3K +$11.4K +400 +105%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$16.5K +$16.5K +577 New
SAM
65
Smartleaf Asset Management
Massachusetts
$11.4K +$11.4K +400 New
Morgan Stanley
66
Morgan Stanley
New York
$8.61K – – –
Comerica Bank
67
Comerica Bank
Texas
$2K +$2K +70 New
DFA
68
DHJJ Financial Advisors
Illinois
$572 – – –
TWC
69
TD Waterhouse Canada
Ontario, Canada
– -$518K -17,614 Closed
AWM
70
Avior Wealth Management
Nebraska
– -$108K -3,656 Closed
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