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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

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$27.11
+0.02 (+0.07%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$81.34M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$20.62M
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HEQT Institutional Buying and Selling by Quarter

Simplify Hedged Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 WealthPlan Investment Management LLC364,049$9.64M1.5%+2.5%6.170%
5/9/2024 Orion Portfolio Solutions LLC541,710$14.35M0.2%+209.7%9.182%
5/7/2024 Keudell Morrison Wealth Management427,636$11.33M3.4%N/A7.463%
5/7/2024 WealthPLAN Partners LLC541,933$14.36M1.5%-1.0%9.458%
5/1/2024 Prosperity Consulting Group LLC127,712$3.38M0.4%N/A2.229%
5/1/2024 Diversify Advisory Services LLC29,084$769K0.0%N/A0.508%
4/30/2024 Private Advisor Group LLC39,732$1.05M0.0%+12.6%0.693%
4/30/2024 Norden Group LLC18,928$501K0.0%N/A0.330%
4/29/2024Commonwealth Equity Services LLC203,194$5.38M0.0%-1.8%3.546%
4/23/2024 Strategic Blueprint LLC65,388$1.73M0.1%N/A1.141%
4/19/2024 Norden Group LLC189,280$5.01M0.1%N/A4.351%
4/16/2024 Wealth Enhancement Advisory Services LLC83,607$2.22M0.0%N/A1.922%
4/15/2024 Financial Enhancement Group LLC28,683$752K0.1%-23.4%0.659%
4/11/2024 Fortitude Family Office LLC5,311$141K0.1%N/A0.122%
2/27/2024ARQ Wealth Advisors LLC195,824$4.95M2.9%+12.5%4.502%
2/13/2024 Cetera Advisor Networks LLC248,431$6.28M0.0%-4.2%5.711%
2/12/2024 Steward Partners Investment Advisory LLC121,925$3.08M0.0%+24.0%2.803%
2/9/2024 Orion Portfolio Solutions LLC174,942$4.43M0.1%+20.7%4.022%
2/9/2024 D.A. Davidson & CO.9,360$236K0.0%-21.0%0.215%
2/6/2024 Private Advisor Group LLC35,271$891K0.0%N/A0.811%
2/2/2024 Truist Financial Corp7,971$201K0.0%-87.7%0.183%
2/2/2024 Atria Wealth Solutions Inc.16,348$413K0.0%+55.7%0.376%
2/1/2024 CWM LLC35,733$903K0.0%+21.4%0.821%
1/24/2024 Stratos Wealth Advisors LLC136,562$3.45M0.2%+0.7%3.139%
1/18/2024 Financial Enhancement Group LLC37,446$947K0.2%+14.7%0.861%
1/16/2024 Lionsbridge Wealth Management LLC93,253$2.36M1.9%+208.0%2.144%
1/10/2024 Peterson Wealth Advisors LLC32,765$828K0.2%N/A0.753%
1/5/2024 WealthPLAN Partners LLC547,298$13.83M1.4%-0.4%12.582%
1/5/2024 WealthPlan Investment Management LLC355,135$8.97M1.4%+1.1%8.164%
11/30/2023ARQ Wealth Advisors LLC174,124$4.24M3.2%-2.3%4.003%
11/15/2023 WealthPlan Investment Management LLC351,293$8.56M1.0%+17,273.5%8.076%
11/8/2023 HighTower Advisors LLC182,040$4.43M0.0%-1.4%4.185%
11/8/2023 D.A. Davidson & CO.11,845$289K0.0%-5.9%0.272%
11/8/2023 Atria Wealth Solutions Inc.10,502$256K0.0%N/A0.241%
11/8/2023 Avantax Advisory Services Inc.110,996$2.71M0.0%-4.1%2.552%
11/2/2023 WealthPlan Investment Management LLC549,406$13.39M1.6%+27,071.4%12.630%
11/1/2023 Orion Portfolio Solutions LLC144,941$3.53M0.0%-54.2%3.332%
10/24/2023 Stratos Wealth Advisors LLC135,565$3.30M0.2%+1.2%3.116%
10/23/2023Commonwealth Equity Services LLC193,328$4.71M0.0%+81.6%4.444%
10/17/2023 Financial Enhancement Group LLC32,634$804K0.2%-1.9%0.750%
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10/11/2023 CWM LLC29,438$717K0.0%+1,454.3%0.677%
8/23/2023 Wolverine Trading LLC12,221$302K0.0%-36.6%0.281%
8/18/2023ARQ Wealth Advisors LLC178,202$4.42M2.9%+724.3%4.097%
8/14/2023 Orion Portfolio Solutions LLC149,059$7.85M0.1%-3.7%3.427%
8/11/2023 Wick Capital Partners LLC13,990$347K0.2%N/A0.325%
8/11/2023 Smith Moore & CO.213,466$5.30M0.7%+54.0%4.964%
8/10/2023Commonwealth Equity Services LLC106,474$2.64M0.0%+1.7%2.476%
8/10/2023 Cetera Advisor Networks LLC294,731$7.31M0.1%-0.9%6.854%
8/4/2023 Envestnet Asset Management Inc.80,747$2.00M0.0%+19.7%1.878%
8/3/2023 Northwest Capital Management Inc1,844$46K0.0%N/A0.043%
8/3/2023 CWM LLC1,894$47K0.0%N/A0.044%
8/1/2023 Truist Financial Corp68,154$1.69M0.0%+24.2%1.585%
7/31/2023 WealthPLAN Partners LLC397,870$9.87M1.4%-30.5%9.253%
7/31/2023 Lionsbridge Wealth Management LLC30,433$755K0.7%-10.2%0.708%
7/25/2023 WealthPlan Investment Management LLC2,022$68K0.0%-99.4%0.047%
7/25/2023 Ameritas Advisory Services LLC366,255$9.05M1.2%+34.9%8.518%
7/18/2023 Fiduciary Alliance LLC3,771$94K0.0%N/A0.088%
7/18/2023 Stratos Wealth Advisors LLC133,954$3.32M0.2%N/A3.115%
7/11/2023 Flagship Harbor Advisors LLC114,310$2.84M0.2%N/A2.658%
5/17/2023 Financial Enhancement Group LLC435,918$10.43M2.0%+18.9%10.555%
5/12/2023 Smith Moore & CO.138,657$3.28M0.4%+2.6%3.357%
5/12/2023 HighTower Advisors LLC189,474$4.48M0.0%+869.6%4.588%
5/11/2023Commonwealth Equity Services LLC104,735$2.47M0.0%N/A2.536%
5/10/2023 WealthPLAN Partners LLC572,627$13.53M1.5%-40.5%13.865%
5/9/2023ARQ Wealth Advisors LLC21,619$511K0.4%N/A0.523%
5/9/2023 Lionsbridge Wealth Management LLC33,893$801K0.7%+5.9%0.821%
5/8/2023 WealthPlan Investment Management LLC365,823$8.64M1.5%-62.0%8.858%
5/5/2023 Truist Financial Corp54,868$1.30M0.0%+15.9%1.329%
4/28/2023 Avantax Advisory Services Inc.111,307$2.63M0.0%+13.9%2.695%
4/28/2023 Ameritas Advisory Services LLC271,515$6.43M0.3%-34.5%6.574%
4/25/2023 D.A. Davidson & CO.12,785$302K0.0%N/A0.310%
2/16/2023 WealthPLAN Partners LLC962,538$22.83M1.6%N/A23.884%
2/13/2023 Smith Moore & CO.135,184$3.05M0.4%+0.6%3.354%
2/10/2023 Ameritas Advisory Services LLC414,362$9.35M0.4%N/A10.282%
2/9/2023 Financial Enhancement Group LLC366,721$8.67M1.7%-51.8%9.100%
2/9/2023 HighTower Advisors LLC19,541$443K0.0%-96.3%0.485%
2/8/2023 Orion Portfolio Solutions LLC19,158$432K0.0%+25.7%0.475%
2/7/2023 Envestnet Asset Management Inc.59,940$1.35M0.0%-67.7%1.487%
2/7/2023 Lionsbridge Wealth Management LLC32,002$722K0.7%N/A0.794%
2/6/2023Brinker Capital Investments LLC155,812$3.52M0.1%+29.7%3.866%
1/19/2023 Fiduciary Alliance LLC3,766$85K0.0%N/A0.094%
12/12/2022 WealthPlan Investment Management LLC961,494$22.65M1.7%N/A21.852%
11/14/2022 OLD Mission Capital LLC14,697$335K0.0%-5.8%0.334%
11/14/2022 Smith Moore & CO.134,390$3.06M0.5%-41.3%3.054%
11/10/2022 Envestnet Asset Management Inc.185,602$4.23M0.0%+5.1%4.218%
11/9/2022 TD Capital Management LLC7,269$166K0.0%N/A0.165%
11/8/2022IFP Advisors Inc2,569$65K0.0%N/A0.058%
11/2/2022 Avantax Advisory Services Inc.86,095$1.96M0.0%+50.0%2.002%
11/1/2022Brinker Capital Investments LLC120,164$2.74M0.1%-3.7%2.795%
10/27/2022 Financial Enhancement Group LLC761,113$17.35M4.0%N/A20.135%
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AI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.

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10/26/2022 Truist Financial Corp41,005$934K0.0%+16.4%1.085%
8/15/2022 Wick Capital Partners LLC9,160$211K0.1%N/A0.311%
8/12/2022 Smith Moore & CO.228,980$5.27M0.8%-1.0%7.762%
8/5/2022 OLD Mission Capital LLC15,603$359K0.0%+84.8%0.529%
8/3/2022 Envestnet Asset Management Inc.176,605$4.06M0.0%+294.2%5.987%
8/2/2022 Avantax Advisory Services Inc.57,400$1.32M0.0%N/A3.521%
7/22/2022 Truist Financial Corp35,215$810K0.0%-17.9%2.160%
7/18/2022Brinker Capital Investments LLC124,786$2.87M0.1%-12.3%7.656%
7/14/2022 Orion Portfolio Solutions LLC15,385$354K0.0%-14.5%0.944%
5/12/2022 Smith Moore & CO.231,312$5.67M0.8%+242.0%17.458%
(Data available from 1/1/2016 forward)

HEQT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEQT shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were WealthPLAN Partners LLC ($14.36M), Orion Portfolio Solutions LLC ($14.35M), Keudell Morrison Wealth Management ($11.33M), WealthPlan Investment Management LLC ($9.64M), Ameritas Advisory Services LLC ($9.05M), Cetera Advisor Networks LLC ($6.28M), and Commonwealth Equity Services LLC ($5.38M).Learn more on HEQT's institutional investors.

Which institutional investors have been buying Simplify Hedged Equity ETF stock?

Of the 35 institutional investors that purchased Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($1.87M), WealthPLAN Partners LLC ($962.54K), Financial Enhancement Group LLC ($835.12K), Ameritas Advisory Services LLC ($509.10K), Keudell Morrison Wealth Management ($427.64K), Orion Portfolio Solutions LLC ($400.69K), and Norden Group LLC ($208.21K).

How much institutional buying is happening at Simplify Hedged Equity ETF?

Institutional investors have bought a total of 7,041,742 shares in the last 24 months. This purchase volume represents approximately $168.89M in transactions.

Which Simplify Hedged Equity ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Simplify Hedged Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($960.31K), WealthPLAN Partners LLC ($572.14K), HighTower Advisors LLC ($515.91K), Financial Enhancement Group LLC ($403.79K), Orion Portfolio Solutions LLC ($179.80K), Ameritas Advisory Services LLC ($142.85K), and Envestnet Asset Management Inc. ($125.66K).

How much institutional selling is happening at Simplify Hedged Equity ETF?

Institutional investors have sold a total of 3,124,735 shares in the last 24 months. This volume of shares sold represents approximately $73.60M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 5/20/2024 by MarketBeat.com Staff

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