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Simplify Hedged Equity ETF

17 hedge funds and large institutions have $84.6M invested in Simplify Hedged Equity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
6
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIM
1
WealthPlan Investment Management
Nebraska
$22.7M 961,494 +961,494 New
OCM
2
Ovata Capital Management
Hong Kong
$18.1M 800,000 +400,000 +100%
FEG
3
Financial Enhancement Group
Indiana
$17.3M 761,113 +761,113 New
HighTower Advisors
4
HighTower Advisors
Illinois
$12.2M 532,864 +6,770 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.23M 185,602 +8,997 +5%
SMC
6
Smith, Moore & Co
Missouri
$3.06M 134,390 -94,590 -41%
BCI
7
Brinker Capital Investments
Pennsylvania
$2.74M 120,164 -4,622 -4%
AAS
8
Avantax Advisory Services
Texas
$1.96M 86,095 +28,695 +50%
Truist Financial
9
Truist Financial
North Carolina
$934K 41,005 +5,790 +16%
OPS
10
Orion Portfolio Solutions
Nebraska
$347K 15,239 -146 -0.9%
OMC
11
Old Mission Capital
Illinois
$335K 14,697 -906 -6%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$228K 10,000
SPIA
13
Steward Partners Investment Advisory
New York
$168K 7,393 +7,393 New
TCM
14
TD Capital Management
Tennessee
$166K 7,269 +7,269 New
IA
15
IFP Advisors
Florida
$65K 2,569 +2,569 New
Osaic Holdings
16
Osaic Holdings
Arizona
$19K 812 +350 +76%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8K 351 +351 New
Wolverine Trading
18
Wolverine Trading
Illinois
-9,935 Closed
WCP
19
Wick Capital Partners
Pennsylvania
-9,160 Closed
CFGS
20
Concourse Financial Group Securities
Alabama