HEQT icon

Simplify Hedged Equity ETF

59 hedge funds and large institutions have $330M invested in Simplify Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+24
Holders Change %
+68.57%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
30
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
3AM
1
3EDGE Asset Management
Florida
$135M 5,096,110 +5,096,110 New
TC
2
TownSquare Capital
Utah
$22.7M 855,181 +855,181 New
WP
3
WealthPLAN Partners
Nebraska
$14.4M 541,933 -5,365 -1%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.3M 541,710 +366,768 +210%
OPS
5
Orion Portfolio Solutions
Nebraska
$14.3M 541,710 +366,768 +210%
KMWM
6
Keudell/Morrison Wealth Management
Oregon
$11.3M 427,636 +427,636 New
AAS
7
Ameritas Advisory Services
Nebraska
$11M 420,073 +328,616 +359%
WIM
8
WealthPlan Investment Management
Nebraska
$9.64M 364,049 +8,914 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.69M 328,096 +292,363 +818%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.51M 245,753 +24,937 +11%
AWA
11
ARQ Wealth Advisors
Arizona
$6.13M 231,485 +35,661 +18%
CAN
12
Cetera Advisor Networks
California
$5.68M 214,338 -34,093 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.68M 214,338 +214,338 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.38M 203,194 -3,724 -2%
SMC
15
Smith, Moore & Co
Missouri
$5.29M 199,874 -4,438 -2%
PWG
16
Portside Wealth Group
Utah
$4.79M 180,787 +180,787 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3.89M 146,816 +130,654 +808%
SWA
18
Stratos Wealth Advisors
Ohio
$3.81M 143,779 +7,217 +5%
PCG
19
Prosperity Consulting Group
Maryland
$3.38M 127,712 +127,712 New
SPIA
20
Steward Partners Investment Advisory
New York
$3.36M 126,860 +4,935 +4%
AWAU
21
Alliance Wealth Advisors (Utah)
Utah
$3.23M 122,072 +122,072 New
LPL Financial
22
LPL Financial
California
$3.07M 115,742 +87,664 +312%
LWM
23
Lionsbridge Wealth Management
Florida
$2.47M 93,157 -96 -0.1%
Mariner
24
Mariner
Kansas
$2.28M 85,924 +85,924 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.21M 83,607 +83,607 New