Simplify Propel Opportunities ETF
SURI
3 hedge funds and large institutions have $2.7M invested in Simplify Propel Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
92% more capital invested
Capital invested by funds: $1.41M → $2.7M (+$1.29M)
50% more funds holding
Funds holding: 2 → 3 (+1)
1.87% more ownership
Funds ownership: 2.07% → 3.94% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$1.25M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$58.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$30.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Pathstone Holdings
Englewood,
New Jersey
| $1.43M | +$58.3K | +3,755 | +4% |
|
|
BIG
2
Brookwood Investment Group
Phoenix,
Arizona
| $1.25M | +$1.25M | +80,338 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $16K | -$30.4K | -1,954 | -66% |
|
SURI Hedge Fund Activity: Q3 2025 in Review
3 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Simplify Propel Opportunities ETF (SURI) for Q3 2025, worth a combined $2.7M — up 92% from $1.41M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SURI positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $30.4K.
- 3 institutional investors held Simplify Propel Opportunities ETF (SURI) as of Q3 2025, up from 2 in Q2 2025.
- Funds reported $2.7M of Simplify Propel Opportunities ETF stock for Q3 2025, up 92% quarter-over-quarter.
- 1 fund opened new Simplify Propel Opportunities ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest Simplify Propel Opportunities ETF buyer in Q3 2025 was Brookwood Investment Group, an estimated $1.25M added.
- The largest Simplify Propel Opportunities ETF seller in Q3 2025 was UBS Group, an estimated $30.4K sold.
Based on aggregated 13F filings for Q3 2025.