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Simplify Hedged Equity ETF
HEQT

Overview Fund Activity

68 hedge funds and large institutions have $297M invested in Simplify Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
20
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ABWM
1
Alpine Bank Wealth Management
Colorado
$52.9M
2
KMWM
2
Keudell/Morrison Wealth Management
Oregon
$24M
3
SIM
3
Stratos Investment Management
Ohio
$5.63M
4
FFA
4
Farther Finance Advisors
California
$4.86M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.29M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$13.2M
2
AAS
2
Ameritas Advisory Services
Nebraska
$10.2M
3
SMC
3
Smith, Moore & Co
Missouri
$4.35M
4
UBS Group
4
UBS Group
Switzerland
$5.59M
5
SWA
5
Stratos Wealth Advisors
Ohio
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
ABWM
1
Alpine Bank Wealth Management
Colorado
$52.9M 1,852,658 +1,852,658 New
LPL Financial
2
LPL Financial
California
$34.4M 1,205,268 +118,651 +11%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$24M 839,669 +323,081 +63%
PAG
4
Private Advisor Group
New Jersey
$23.4M 819,883 +123,200 +18%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.4M 540,212 +32,988 +7%
WP
6
WealthPLAN Partners
Nebraska
$15.3M 534,849 +436 +0.1%
WIM
7
WealthPlan Investment Management
Nebraska
$13.2M 462,710 -137,207 -23%
AAS
8
Ameritas Advisory Services
Nebraska
$10.2M 348,050 -67,491 -16%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.92M 312,159 +10,691 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.29M 290,085 +169,301 +140%
AWA
11
ARQ Wealth Advisors
Arizona
$6.89M 240,950 -1,031 -0.4%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.86M 240,016 +163,409 +213%
SIM
13
Stratos Investment Management
Ohio
$5.63M 197,148 +197,148 New
UBS Group
14
UBS Group
Switzerland
$5.59M 195,638 -43,368 -18%
SPIA
15
Steward Partners Investment Advisory
New York
$5.3M 185,356 +6,335 +4%
FFA
16
Farther Finance Advisors
California
$4.86M 169,796 +169,796 New
LWM
17
Lionsbridge Wealth Management
Florida
$4.7M 164,572 -11,139 -6%
SMC
18
Smith, Moore & Co
Missouri
$4.35M 152,329 -44,774 -23%
PWA
19
Peterson Wealth Advisors
Utah
$4.31M 156,031 +102,412 +191%
SWA
20
Stratos Wealth Advisors
Ohio
$4.02M 140,793 -26,374 -16%
HAM
21
Harmony Asset Management
Arizona
$3.86M 135,004 +8,285 +7%
VFG
22
Victory Financial Group
Texas
$3.4M 119,122 +106,154 +819%
DAS
23
Dynamic Advisor Solutions
Arizona
$3.33M 116,456 +116,456 New
Osaic Holdings
24
Osaic Holdings
Arizona
$2.88M 100,800 -1,973 -2%
SI
25
Stephens Inc
Arkansas
$2.63M 91,884 +58,099 +172%
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