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Simplify Macro Strategy ETF (FIG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Simplify Macro Strategy ETF (NYSEARCA:FIG)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$17.80M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.96M
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FIG Institutional Buying and Selling by Quarter

Simplify Macro Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024Avantax Advisory Services Inc.42,858$983K0.0%+38.6%2.091%
11/13/2023Kestra Advisory Services LLC14,570$328K0.0%-5.1%0.711%
11/8/2023Avantax Advisory Services Inc.30,924$696K0.0%N/A1.508%
10/24/2023 Cambridge Investment Research Advisors Inc.10,026$226K0.0%-92.5%0.489%
8/10/2023Private Advisor Group LLC12,749$298K0.0%N/A0.622%
7/31/2023Lionsbridge Wealth Management LLC34,521$806K0.7%-8.8%1.569%
7/13/2023 Cambridge Investment Research Advisors Inc.133,051$3.11M0.0%-1.3%6.048%
7/11/2023 Peak Financial Advisors LLC229,983$5.37M4.2%N/A10.454%
5/11/2023 Cambridge Investment Research Advisors Inc.134,744$3.16M0.0%-1.8%8.069%
5/10/2023Herr Investment Group LLC475,006$11.15M0.8%N/A28.443%
5/9/2023Lionsbridge Wealth Management LLC37,862$889K0.8%+3.3%2.267%
4/12/2023 Worth Asset Management LLC7,968$187K0.1%-8.0%0.477%
2/10/2023Wealthsource Partners LLC123,011$2.87M0.2%+12.5%12.552%
2/8/2023 Cambridge Investment Research Advisors Inc.137,271$3.20M0.0%+2.8%14.007%
2/7/2023Lionsbridge Wealth Management LLC36,650$855K0.8%N/A3.740%
1/31/2023Kestra Advisory Services LLC15,825$369K0.0%N/A1.615%
1/13/2023 Worth Asset Management LLC8,661$202K0.1%+24.9%0.912%
(Data available from 1/1/2016 forward)

FIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIG shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Simplify Macro Strategy ETF. The most heavily invested institutionals were Herr Investment Group LLC ($11.15M), Peak Financial Advisors LLC ($5.37M), Wealthsource Partners LLC ($2.87M), Avantax Advisory Services Inc. ($983K), Lionsbridge Wealth Management LLC ($806K), Kestra Advisory Services LLC ($328K), and Private Advisor Group LLC ($298K).Learn more on FIG's institutional investors.

Which institutional investors have been buying Simplify Macro Strategy ETF stock?

Of the 9 institutional investors that purchased Simplify Macro Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Herr Investment Group LLC ($475.01K), Peak Financial Advisors LLC ($229.98K), Avantax Advisory Services Inc. ($42.86K), Lionsbridge Wealth Management LLC ($37.86K), Kestra Advisory Services LLC ($15.83K), Wealthsource Partners LLC ($13.72K), and Private Advisor Group LLC ($12.75K).

How much institutional buying is happening at Simplify Macro Strategy ETF?

Institutional investors have bought a total of 833,483 shares in the last 24 months. This purchase volume represents approximately $19.48M in transactions.

Which Simplify Macro Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Macro Strategy ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($127.25K), Lionsbridge Wealth Management LLC ($3.34K), Kestra Advisory Services LLC ($776.00), and Worth Asset Management LLC ($693.00).

How much institutional selling is happening at Simplify Macro Strategy ETF?

Institutional investors have sold a total of 132,055 shares in the last 24 months. This volume of shares sold represents approximately $2.98M in transactions.


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This page (NYSEARCA:FIG) was last updated on 4/27/2024 by MarketBeat.com Staff

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