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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

46 hedge funds and large institutions have $199M invested in Simplify Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
14
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32M
2
WIM
2
WealthPlan Investment Management
Nebraska
$17.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$8.89M
4
UBS Group
4
UBS Group
Switzerland
$7.05M
5
AAS
5
Ameritas Advisory Services
Nebraska
$12.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$1.76M
2
PAG
2
Private Advisor Group
New Jersey
$20.5M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.12M
5
WP
5
WealthPLAN Partners
Nebraska
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$32M 1,086,617 +719,048 +196%
PAG
2
Private Advisor Group
New Jersey
$20.5M 696,683 -187,689 -21%
WIM
3
WealthPlan Investment Management
Nebraska
$17.7M 599,917 +236,306 +65%
WP
4
WealthPLAN Partners
Nebraska
$15.8M 534,413 -29,920 -5%
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$15.2M 516,588 -2,738 -0.5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15M 507,224 +36,337 +8%
AAS
7
Ameritas Advisory Services
Nebraska
$12.3M 415,541 +90,549 +28%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.89M 301,468 +130,611 +76%
AWA
9
ARQ Wealth Advisors
Arizona
$7.13M 241,981 +2,272 +0.9%
UBS Group
10
UBS Group
Switzerland
$7.05M 239,006 +94,644 +66%
SMC
11
Smith, Moore & Co
Missouri
$5.81M 197,103 -3,700 -2%
SPIA
12
Steward Partners Investment Advisory
New York
$5.28M 179,021 +3,142 +2%
LWM
13
Lionsbridge Wealth Management
Florida
$5.18M 175,711 +50,881 +41%
SWA
14
Stratos Wealth Advisors
Ohio
$4.93M 167,167 +9,849 +6%
HAM
15
Harmony Asset Management
Arizona
$3.74M 126,719 +49,792 +65%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.56M 120,784 +89,198 +282%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.03M 102,773 +3,185 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.26M 76,607 +76,607 New
FEG
19
Financial Enhancement Group
Indiana
$1.76M 59,946 -375,972 -86%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.63M 55,300 +141 +0.3%
PWA
21
Peterson Wealth Advisors
Utah
$1.59M 53,619 +15,956 +42%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.12M 37,870 -46,524 -55%
SI
23
Stephens Inc
Arkansas
$996K 33,785 +33,785 New
PA
24
PFG Advisors
Arizona
$706K 23,934 -811 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$678K 22,982 -8,184 -26%
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