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Simplify Hedged Equity ETF

35 hedge funds and large institutions have $81M invested in Simplify Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$13.8M 547,298 -2,108 -0.4%
WIM
2
WealthPlan Investment Management
Nebraska
$8.97M 355,135 +3,842 +1%
CAN
3
Cetera Advisor Networks
California
$6.28M 248,431 -10,871 -4%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.58M 220,816 +38,776 +21%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.23M 206,918 +13,590 +7%
SMC
6
Smith, Moore & Co
Missouri
$5.16M 204,312 -5,685 -3%
AWA
7
ARQ Wealth Advisors
Arizona
$4.95M 195,824 +21,700 +12%
OPS
8
Orion Portfolio Solutions
Nebraska
$4.42M 174,942 +30,001 +21%
BCI
9
Brinker Capital Investments
Pennsylvania
$4.42M 174,942 +30,001 +21%
SWA
10
Stratos Wealth Advisors
Ohio
$3.45M 136,562 +997 +0.7%
SPIA
11
Steward Partners Investment Advisory
New York
$3.08M 121,925 +23,579 +24%
AAS
12
Ameritas Advisory Services
Nebraska
$2.36M 91,457 -356,284 -80%
LWM
13
Lionsbridge Wealth Management
Florida
$2.36M 93,253 +62,978 +208%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.87M 74,105 -1,461 -2%
FEG
15
Financial Enhancement Group
Indiana
$947K 37,446 +4,812 +15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$912K 36,094 -41,434 -53%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$903K 35,733 +6,295 +21%
PAG
18
Private Advisor Group
New Jersey
$891K 35,271 +35,271 New
PWA
19
Peterson Wealth Advisors
Utah
$828K 32,765 +32,765 New
LPL Financial
20
LPL Financial
California
$709K 28,078 +10,362 +58%
EH
21
Equitable Holdings
New York
$641K 25,359 +3,131 +14%
OMC
22
Old Mission Capital
Illinois
$512K 20,281 +20,281 New
AWS
23
Atria Wealth Solutions
New York
$413K 16,348 +5,846 +56%
Osaic Holdings
24
Osaic Holdings
Arizona
$408K 16,162 -365 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$297K 11,750 +11,750 New