Simplify Propel Opportunities ETF
SURI
3 hedge funds and large institutions have $2.37M invested in Simplify Propel Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.84% less ownership
Funds ownership: 4.26% → 3.42% (-0.84%)
25% less funds holding
Funds holding: 4 → 3 (-1)
25% less capital invested
Capital invested by funds: $3.17M → $2.37M (-$807K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.51M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
1
Brookwood Investment Group
Phoenix,
Arizona
| $2.36M | +$887K | +52,681 | +53% |
|
|
GWSA
2
Global Wealth Strategies & Associates
Denver,
Colorado
| $2.07K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $249 | -$2.74K | -163 | -91% |
|
|
4
Pathstone Holdings
Englewood,
New Jersey
| – | -$1.51M | -91,479 | Closed |
|
SURI Hedge Fund Activity: Q1 2026 in Review
3 of the 8,145 institutional investors tracked by Wall St. Rank reported a position in Simplify Propel Opportunities ETF (SURI) for Q1 2026, worth a combined $2.37M — down 25% from $3.17M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SURI and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Brookwood Investment Group, adding an estimated $887K. The largest seller was Pathstone Holdings, exiting entirely with an estimated $1.51M sold.
- 3 institutional investors held Simplify Propel Opportunities ETF (SURI) as of Q1 2026, down from 4 in Q4 2025.
- Funds reported $2.37M of Simplify Propel Opportunities ETF stock for Q1 2026, down 25% quarter-over-quarter.
- 0 funds opened new Simplify Propel Opportunities ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
- The largest Simplify Propel Opportunities ETF buyer in Q1 2026 was Brookwood Investment Group, an estimated $887K added.
- The largest Simplify Propel Opportunities ETF seller in Q1 2026 was Pathstone Holdings, an estimated $1.51M sold.
Based on aggregated 13F filings for Q1 2026.