HEQT icon

Simplify Hedged Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BRG
51
Bay Rivers Group
Virginia
$435K +$12K +399 +3%
MC
52
Middleton & Co
Massachusetts
$391K
WWM
53
Western Wealth Management
Colorado
$364K +$35.9K +1,194 +11%
PCP
54
Proficio Capital Partners
Massachusetts
$315K
GSWM
55
Golden State Wealth Management
California
$280K +$125K +4,174 +81%
Citadel Advisors
56
Citadel Advisors
Florida
$260K +$260K +8,649 New
Wolverine Trading
57
Wolverine Trading
Illinois
$252K +$252K +8,415 New
Betterment LLC
58
Betterment LLC
New York
$246K +$8.56K +285 +4%
CW
59
CreativeOne Wealth
Kansas
$242K +$242K +8,064 New
Mariner
60
Mariner
Kansas
$241K -$13.5K -448 -5%
AWS
61
Atria Wealth Solutions
New York
$241K -$52.7K -1,753 -18%
AWM
62
AE Wealth Management
Kansas
$202K -$52.3K -1,741 -21%
NCM
63
Northwest Capital Management
Oregon
$113K +$1.32K +44 +1%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$103K -$631 -21 -0.6%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$101K +$101K +3,358 New
LAMC
66
Longview Asset Management (California)
California
$78.3K -$6.76K -225 -8%
LFG
67
Larson Financial Group
Missouri
$31.6K -$29K -964 -48%
PS
68
Principal Securities
Iowa
$30.1K
ABWM
69
Alpine Bank Wealth Management
Colorado
$27.1K -$55.6M -1,851,757 -100%
HI
70
Harbour Investments
Wisconsin
$23.4K
AssetMark Inc
71
AssetMark Inc
California
$18.9K -$18.3K -608 -49%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$17.3K
NWM
73
Nova Wealth Management
Florida
$14.8K +$14.8K +492 New
GRP
74
Global Retirement Partners
California
$13.9K +$13.9K +462 New
Morgan Stanley
75
Morgan Stanley
New York
$13.7K +$4.63K +154 +51%