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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

36 hedge funds and large institutions have $165M invested in Simplify Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
2
Increased
18
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$25.5M
2
FEG
2
Financial Enhancement Group
Indiana
$10.4M
3
UBS Group
3
UBS Group
Switzerland
$4.17M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M
5
LPL Financial
5
LPL Financial
California
$10.6M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$900K
2
AAS
2
Ameritas Advisory Services
Nebraska
$9.39M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.94M
4
MG
4
Mather Group
Illinois
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Private Advisor Group
New Jersey
$25.5M 884,372 +643,625 +267%
WP
2
WealthPLAN Partners
Nebraska
$16.3M 564,333 +18,748 +3%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$15M 519,326 +13,580 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M 470,887 +99,908 +27%
LPL Financial
5
LPL Financial
California
$10.6M 367,569 +52,691 +17%
WIM
6
WealthPlan Investment Management
Nebraska
$10.5M 363,611 +4,049 +1%
FEG
7
Financial Enhancement Group
Indiana
$10.4M 435,918 +403,195 +1,232%
AAS
8
Ameritas Advisory Services
Nebraska
$9.39M 324,992 -99,426 -23%
AWA
9
ARQ Wealth Advisors
Arizona
$6.82M 239,709 +3,114 +1%
SMC
10
Smith, Moore & Co
Missouri
$5.8M 200,803 -1,798 -0.9%
SPIA
11
Steward Partners Investment Advisory
New York
$5.08M 175,879 +1,211 +0.7%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.94M 170,857 -54,024 -24%
SWA
13
Stratos Wealth Advisors
Ohio
$4.54M 157,318 +7,829 +5%
UBS Group
14
UBS Group
Switzerland
$4.17M 144,362 +133,882 +1,278%
LWM
15
Lionsbridge Wealth Management
Florida
$3.61M 124,830 +28,692 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.88M 99,588 -12,209 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.44M 84,394 -15,545 -16%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.33M 80,845 +14,128 +21%
HAM
19
Harmony Asset Management
Arizona
$2.22M 76,927 +18,605 +32%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.59M 55,159 -18,444 -25%
PWA
21
Peterson Wealth Advisors
Utah
$1.09M 37,663 -3,370 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$912K 31,586 -788 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$900K 31,166 -177,462 -85%
Mariner
24
Mariner
Kansas
$812K 28,117 -16,731 -37%
PA
25
PFG Advisors
Arizona
$715K 24,745 +4,830 +24%
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