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Simplify Hedged Equity ETF

34 hedge funds and large institutions have $86.8M invested in Simplify Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$9.87M 397,870 -174,757 -31%
AAS
2
Ameritas Advisory Services
Nebraska
$9.05M 366,255 +94,740 +35%
BCI
3
Brinker Capital Investments
Pennsylvania
$7.85M 316,347 +140,912 +80%
OPS
4
Orion Portfolio Solutions
Nebraska
$7.85M 316,347 +140,912 +80%
CAN
5
Cetera Advisor Networks
California
$7.31M 294,731 -2,749 -0.9%
WIM
6
WealthPlan Investment Management
Nebraska
$6.29M 253,376 -112,447 -31%
SMC
7
Smith, Moore & Co
Missouri
$5.3M 213,466 +74,809 +54%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.58M 184,625 -4,849 -3%
AWA
9
ARQ Wealth Advisors
Arizona
$4.42M 178,202 +156,583 +724%
SWA
10
Stratos Wealth Advisors
Ohio
$3.32M 133,954 +133,954 New
AAS
11
Avantax Advisory Services
Texas
$2.87M 115,757 +4,450 +4%
FHA
12
Flagship Harbor Advisors
Massachusetts
$2.84M 114,310 +114,310 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.64M 106,474 +1,739 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2M 80,747 +13,286 +20%
SPIA
15
Steward Partners Investment Advisory
New York
$2M 80,535 +22,358 +38%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.98M 79,614 -268,276 -77%
Truist Financial
17
Truist Financial
North Carolina
$1.69M 68,154 +13,286 +24%
FEG
18
Financial Enhancement Group
Indiana
$834K 33,265 -402,653 -92%
LWM
19
Lionsbridge Wealth Management
Florida
$755K 30,433 -3,460 -10%
PEA
20
Park Edge Advisors
Ohio
$559K 22,523
EH
21
Equitable Holdings
New York
$507K 20,450 +20,450 New
Jane Street
22
Jane Street
New York
$384K 15,464 +15,464 New
WCP
23
Wick Capital Partners
Pennsylvania
$347K 13,990 +13,990 New
DADC
24
D.A. Davidson & Co
Montana
$312K 12,590 -195 -2%
Wolverine Trading
25
Wolverine Trading
Illinois
$302K 12,221 -7,047 -37%