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Simplify Hedged Equity ETF

32 hedge funds and large institutions have $86.9M invested in Simplify Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$13.4M 549,406 +151,536 +38%
AAS
2
Ameritas Advisory Services
Nebraska
$10.9M 447,741 +81,486 +22%
WIM
3
WealthPlan Investment Management
Nebraska
$8.56M 351,293 +97,917 +39%
CAN
4
Cetera Advisor Networks
California
$6.32M 259,302 -35,429 -12%
SMC
5
Smith, Moore & Co
Missouri
$5.12M 209,997 -3,469 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.71M 193,328 +86,854 +82%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.43M 182,040 -2,585 -1%
AWA
8
ARQ Wealth Advisors
Arizona
$4.24M 174,124 -4,078 -2%
OPS
9
Orion Portfolio Solutions
Nebraska
$3.53M 144,941 -171,406 -54%
BCI
10
Brinker Capital Investments
Pennsylvania
$3.53M 144,941 -171,406 -54%
SWA
11
Stratos Wealth Advisors
Ohio
$3.3M 135,565 +1,611 +1%
FHA
12
Flagship Harbor Advisors
Massachusetts
$2.79M 114,625 +315 +0.3%
AAS
13
Avantax Advisory Services
Texas
$2.7M 110,996 -4,761 -4%
SPIA
14
Steward Partners Investment Advisory
New York
$2.4M 98,346 +17,811 +22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.89M 77,528 -3,219 -4%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.84M 75,566 -4,048 -5%
Truist Financial
17
Truist Financial
North Carolina
$1.58M 64,785 -3,369 -5%
FEG
18
Financial Enhancement Group
Indiana
$804K 32,634 -631 -2%
LWM
19
Lionsbridge Wealth Management
Florida
$738K 30,275 -158 -0.5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$717K 29,438 +27,544 +1,454%
BIM
21
Bullseye Investment Management
Ohio
$595K 24,402 +24,402 New
PEA
22
Park Edge Advisors
Ohio
$549K 22,523
EH
23
Equitable Holdings
New York
$542K 22,228 +1,778 +9%
LPL Financial
24
LPL Financial
California
$432K 17,716 +17,716 New
Osaic Holdings
25
Osaic Holdings
Arizona
$403K 16,527 +9,190 +125%