Simplify Propel Opportunities ETF
SURI
4 hedge funds and large institutions have $3.17M invested in Simplify Propel Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
18% more capital invested
Capital invested by funds: $2.7M → $3.17M (+$476K)
0.33% more ownership
Funds ownership: 3.94% → 4.26% (+0.33%)
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
|
+$319K |
| 2 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
+$2.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
1
Brookwood Investment Group
Phoenix,
Arizona
| $1.65M | +$319K | +18,901 | +24% |
|
2
Pathstone Holdings
Englewood,
New Jersey
| $1.51M | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $2.98K | -$14.3K | -845 | -83% |
|
|
GWSA
4
Global Wealth Strategies & Associates
Denver,
Colorado
| $2.22K | +$2.24K | +133 | New |
|
SURI Hedge Fund Activity: Q4 2025 in Review
4 of the 8,234 institutional investors tracked by Wall St. Rank reported a position in Simplify Propel Opportunities ETF (SURI) for Q4 2025, worth a combined $3.17M — up 18% from $2.7M 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, adding an estimated $319K. The largest seller was UBS Group, cutting an estimated $14.3K.
- 4 institutional investors held Simplify Propel Opportunities ETF (SURI) as of Q4 2025, up from 3 in Q3 2025.
- Funds reported $3.17M of Simplify Propel Opportunities ETF stock for Q4 2025, up 18% quarter-over-quarter.
- 1 fund opened new Simplify Propel Opportunities ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest Simplify Propel Opportunities ETF buyer in Q4 2025 was Brookwood Investment Group, an estimated $319K added.
- The largest Simplify Propel Opportunities ETF seller in Q4 2025 was UBS Group, an estimated $14.3K sold.
Based on aggregated 13F filings for Q4 2025.