HEQT icon

Simplify Hedged Equity ETF

27 hedge funds and large institutions have $84.7M invested in Simplify Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$13.5M 572,627 -389,911 -41%
FEG
2
Financial Enhancement Group
Indiana
$10.4M 435,918 +69,197 +19%
WIM
3
WealthPlan Investment Management
Nebraska
$8.64M 365,823 -596,506 -62%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$8.22M 347,890 -423,873 -55%
CAN
5
Cetera Advisor Networks
California
$7.03M 297,480 +4,088 +1%
AAS
6
Ameritas Advisory Services
Nebraska
$6.43M 271,515 -142,847 -34%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.48M 189,474 +169,933 +870%
BCI
8
Brinker Capital Investments
Pennsylvania
$4.15M 175,435 +19,623 +13%
OPS
9
Orion Portfolio Solutions
Nebraska
$4.15M 175,435 +156,277 +816%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$3.89M 164,620 +13,033 +9%
SMC
11
Smith, Moore & Co
Missouri
$3.28M 138,657 +3,473 +3%
AAS
12
Avantax Advisory Services
Texas
$2.63M 111,307 +13,562 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.59M 67,461 +7,521 +13%
SPIA
14
Steward Partners Investment Advisory
New York
$1.37M 58,177 +14,968 +35%
Truist Financial
15
Truist Financial
North Carolina
$1.3M 54,868 +7,521 +16%
LWM
16
Lionsbridge Wealth Management
Florida
$801K 33,893 +1,891 +6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$543K 22,994 +22,994 New
PEA
18
Park Edge Advisors
Ohio
$532K 22,523
AWA
19
ARQ Wealth Advisors
Arizona
$511K 21,619 +21,619 New
Wolverine Trading
20
Wolverine Trading
Illinois
$452K 19,268 +19,268 New
DADC
21
D.A. Davidson & Co
Montana
$302K 12,785 +12,785 New
TCM
22
TD Capital Management
Tennessee
$268K 11,338 +2 +0%
UBS Group
23
UBS Group
Switzerland
$92.5K 3,913 +3,913 New
Osaic Holdings
24
Osaic Holdings
Arizona
$75.7K 3,205 +64 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.47K 104,735 +104,735 New