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Simplify Hedged Equity ETF

42 hedge funds and large institutions have $132M invested in Simplify Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 22 closing their positions.

Holders
42
Holders Change
-17
Holders Change %
-28.81%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
16
Reduced
15
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$15.1M 545,585 +3,652 +0.7%
KMWM
2
Keudell/Morrison Wealth Management
Oregon
$14M 505,746 +78,110 +18%
AAS
3
Ameritas Advisory Services
Nebraska
$11.7M 424,418 +4,345 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$10.3M 370,979 +42,883 +13%
WIM
5
WealthPlan Investment Management
Nebraska
$9.95M 359,562 -4,487 -1%
LPL Financial
6
LPL Financial
California
$8.71M 314,878 +199,136 +172%
PAG
7
Private Advisor Group
New Jersey
$6.66M 240,747 +201,015 +506%
AWA
8
ARQ Wealth Advisors
Arizona
$6.55M 236,595 +5,110 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.23M 224,881 -20,872 -8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.77M 208,628 -5,710 -3%
SMC
11
Smith, Moore & Co
Missouri
$5.61M 202,601 +2,727 +1%
SPIA
12
Steward Partners Investment Advisory
New York
$4.83M 174,668 +47,808 +38%
SWA
13
Stratos Wealth Advisors
Ohio
$4.14M 149,489 +5,710 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.09M 111,797 -35,019 -24%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.77M 99,939 -103,255 -51%
LWM
16
Lionsbridge Wealth Management
Florida
$2.66M 96,138 +2,981 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.04M 73,603 -29 -0%
DAS
18
Dynamic Advisor Solutions
Arizona
$1.85M 66,717 +66,717 New
HAM
19
Harmony Asset Management
Arizona
$1.61M 58,322 +7,751 +15%
Mariner
20
Mariner
Kansas
$1.24M 44,848 -41,076 -48%
PWA
21
Peterson Wealth Advisors
Utah
$1.14M 41,033 +8,535 +26%
FEG
22
Financial Enhancement Group
Indiana
$904K 32,723 +4,040 +14%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$896K 32,374 -29,330 -48%
MG
24
Mather Group
Illinois
$782K 29,514 +29,514 New
MC
25
Middleton & Co
Massachusetts
$556K 20,107 -33,178 -62%