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Simplify Hedged Equity ETF

21 hedge funds and large institutions have $106M invested in Simplify Hedged Equity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$22.8M 962,538 +962,538 New
WIM
2
WealthPlan Investment Management
Nebraska
$22.7M 962,329 +835 +0.1%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$17.4M 771,763 +771,763 New
AAS
4
Ameritas Advisory Services
Nebraska
$9.35M 414,362 +414,362 New
FEG
5
Financial Enhancement Group
Indiana
$8.67M 366,721 -394,392 -52%
CAN
6
Cetera Advisor Networks
California
$6.62M 293,392 +293,392 New
BCI
7
Brinker Capital Investments
Pennsylvania
$3.52M 155,812 +35,648 +30%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.42M 151,587 +141,587 +1,416%
SMC
9
Smith, Moore & Co
Missouri
$3.05M 135,184 +794 +0.6%
AAS
10
Avantax Advisory Services
Texas
$2.21M 97,745 +11,650 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.35M 59,940 -125,662 -68%
Truist Financial
12
Truist Financial
North Carolina
$1.07M 47,347 +6,342 +15%
SPIA
13
Steward Partners Investment Advisory
New York
$975K 43,209 +35,816 +484%
LWM
14
Lionsbridge Wealth Management
Florida
$722K 32,002 +32,002 New
PEA
15
Park Edge Advisors
Ohio
$508K 22,523 +22,523 New
HighTower Advisors
16
HighTower Advisors
Illinois
$443K 19,541 -513,323 -96%
OPS
17
Orion Portfolio Solutions
Nebraska
$432K 19,158 +3,919 +26%
TCM
18
TD Capital Management
Tennessee
$256K 11,336 +4,067 +56%
FA
19
Fiduciary Alliance
South Carolina
$85K 3,766 +3,766 New
Osaic Holdings
20
Osaic Holdings
Arizona
$71K 3,141 +2,329 +287%
IA
21
IFP Advisors
Florida
$65K 2,569
OCM
22
Ovata Capital Management
Hong Kong
-800,000 Closed
OMC
23
Old Mission Capital
Illinois
-14,697 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-351 Closed
CFGS
25
Concourse Financial Group Securities
Alabama