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Simplify Hedged Equity ETF

87 hedge funds and large institutions have $222M invested in Simplify Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 8187 (+6)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

5.5% less ownership

Funds ownership: 74.92%69.42% (-5.5%)

10% less capital invested

Capital invested by funds: $248M → $222M (-$25.8M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
29
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.8M +$781K +24,303 +4%
LPL Financial
2
LPL Financial
California
$17.7M +$3.32M +103,290 +22%
PAG
3
Private Advisor Group
New Jersey
$16.9M -$18.8M -583,330 -52%
WIM
4
WealthPlan Investment Management
Nebraska
$11.7M -$6M -186,477 -33%
LWL
5
Leo Wealth LLC
Texas
$10.5M +$76.3K +2,374 +0.7%
AWA
6
ARQ Wealth Advisors
Arizona
$9.53M +$946K +29,412 +11%
BCI
7
Brinker Capital Investments
Pennsylvania
$9.13M +$9.31M +289,699 New
KA
8
Kovack Advisors
Florida
$7.35M +$1.12M +34,911 +18%
WP
9
WealthPLAN Partners
Nebraska
$7.16M -$2.5M -77,685 -25%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$7.04M +$5.29M +164,559 +279%
IWA
11
Independent Wealth Advisors
North Carolina
$5.85M +$323K +10,054 +6%
TAP
12
TSG Advice Partners
Ohio
$5.85M +$5.97M +185,666 New
HighTower Advisors
13
HighTower Advisors
Illinois
$5.67M +$255K +7,921 +5%
MWM
14
Meridian Wealth Management
Kentucky
$4.87M +$668K +20,782 +16%
FEG
15
Financial Enhancement Group
Indiana
$4.47M +$271K +8,427 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.43M +$620K +19,291 +16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.25M -$394K -12,265 -8%
PWA
18
Peterson Wealth Advisors
Utah
$3.69M -$355K -11,029 -9%
OIA
19
OneDigital Investment Advisors
Kansas
$3.56M +$928K +28,849 +34%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.46M -$490K -15,255 -12%
HAM
21
Harmony Asset Management
Arizona
$3.43M +$76.4K +2,375 +2%
VFG
22
Victory Financial Group
Texas
$3.39M -$19.2K -598 -0.6%
SFS
23
Sowell Financial Services
Arkansas
$3.35M +$520K +16,181 +18%
SFSG
24
Sound Financial Strategies Group
Mississippi
$3.17M
UBS Group
25
UBS Group
Switzerland
$3.17M -$387K -12,027 -11%