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Simplify Hedged Equity ETF

78 hedge funds and large institutions have $232M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
16
Increased
28
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1
WealthPlan Investment Management
Nebraska
$19.8M +$5.88M +195,820 +42%
LPL Financial
2
LPL Financial
California
$18.9M -$17.3M -577,044 -48%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.3M +$1.08M +35,965 +7%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$14.7M -$10.5M -349,797 -42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M +$1.94M +64,425 +22%
MML Investors Services
6
MML Investors Services
Massachusetts
$10M +$2.82M +93,959 +39%
WP
7
WealthPLAN Partners
Nebraska
$9.57M -$6.5M -216,291 -40%
SIM
8
Stratos Investment Management
Ohio
$8.74M +$2.82M +93,830 +48%
SI
9
Stephens Inc
Arkansas
$8.1M +$5.34M +177,825 +194%
PAG
10
Private Advisor Group
New Jersey
$7.77M -$16.9M -561,369 -68%
UBS Group
11
UBS Group
Switzerland
$7.68M +$1.8M +59,882 +31%
AWA
12
ARQ Wealth Advisors
Arizona
$6.89M
SPIA
13
Steward Partners Investment Advisory
New York
$5.88M +$310K +10,301 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.19M -$4.19M -139,347 -45%
FFA
15
Farther Finance Advisors
California
$4.97M -$129K -4,302 -3%
SMC
16
Smith, Moore & Co
Missouri
$4.93M +$349K +11,619 +8%
LWL
17
Leo Wealth LLC
Texas
$4.57M +$4.57M +151,944 New
PWA
18
Peterson Wealth Advisors
Utah
$4.43M -$255K -8,498 -5%
BAM
19
Belpointe Asset Management
Nevada
$4.2M +$4.2M +139,806 New
AAS
20
Ameritas Advisory Services
Nebraska
$4.13M -$6.33M -210,508 -60%
HAM
21
Harmony Asset Management
Arizona
$4.03M -$22.9K -762 -0.6%
FEG
22
Financial Enhancement Group
Indiana
$3.7M +$1.1M +36,515 +42%
MWM
23
Meridian Wealth Management
Kentucky
$3.58M +$3.34M +111,240 +1,413%
DAS
24
Dynamic Advisor Solutions
Arizona
$3.49M -$5.95K -198 -0.2%
VFG
25
Victory Financial Group
Texas
$3.46M -$116K -3,846 -3%