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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

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$26.33
+0.21 (+0.80%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$64.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$47.07M
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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
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%
2/13/2024Cetera Advisor Networks LLC248,431$6.28M0.0%-4.2%5.711%
2/12/2024Steward Partners Investment Advisory LLC121,925$3.08M0.0%+24.0%2.803%
2/9/2024Orion Portfolio Solutions LLC174,942$4.43M0.1%+20.7%4.022%
2/9/2024D.A. Davidson & CO.9,360$236K0.0%-21.0%0.215%
2/6/2024Private Advisor Group LLC35,271$891K0.0%N/A0.811%
2/2/2024Truist Financial Corp7,971$201K0.0%-87.7%0.183%
2/2/2024Atria 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%
1/16/2024Lionsbridge Wealth Management LLC93,253$2.36M1.9%+208.0%2.144%
1/10/2024 Peterson Wealth Advisors LLC32,765$828K0.2%N/A0.753%
1/5/2024WealthPLAN Partners LLC547,298$13.83M1.4%-0.4%12.582%
1/5/2024WealthPlan 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%
11/15/2023WealthPlan Investment Management LLC351,293$8.56M1.0%+17,273.5%8.076%
11/8/2023HighTower Advisors LLC182,040$4.43M0.0%-1.4%4.185%
11/8/2023D.A. Davidson & CO.11,845$289K0.0%-5.9%0.272%
11/8/2023Atria Wealth Solutions Inc.10,502$256K0.0%N/A0.241%
11/8/2023Avantax Advisory Services Inc.110,996$2.71M0.0%-4.1%2.552%
11/2/2023WealthPlan Investment Management LLC549,406$13.39M1.6%+27,071.4%12.630%
11/1/2023Orion 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%
10/11/2023 CWM LLC29,438$717K0.0%+1,454.3%0.677%
8/23/2023Wolverine Trading LLC12,221$302K0.0%-36.6%0.281%
8/18/2023ARQ Wealth Advisors LLC178,202$4.42M2.9%+724.3%4.097%
8/14/2023Orion Portfolio Solutions LLC149,059$7.85M0.1%-3.7%3.427%
8/11/2023Wick Capital Partners LLC13,990$347K0.2%N/A0.325%
8/11/2023Smith 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%
8/10/2023Cetera Advisor Networks LLC294,731$7.31M0.1%-0.9%6.854%
8/4/2023Envestnet Asset Management Inc.80,747$2.00M0.0%+19.7%1.878%
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8/3/2023 Northwest Capital Management Inc1,844$46K0.0%N/A0.043%
8/3/2023 CWM LLC1,894$47K0.0%N/A0.044%
8/1/2023Truist Financial Corp68,154$1.69M0.0%+24.2%1.585%
7/31/2023WealthPLAN Partners LLC397,870$9.87M1.4%-30.5%9.253%
7/31/2023Lionsbridge Wealth Management LLC30,433$755K0.7%-10.2%0.708%
7/25/2023WealthPlan Investment Management LLC2,022$68K0.0%-99.4%0.047%
7/25/2023Ameritas 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%
5/12/2023Smith Moore & CO.138,657$3.28M0.4%+2.6%3.357%
5/12/2023HighTower Advisors LLC189,474$4.48M0.0%+869.6%4.588%
5/11/2023Commonwealth Equity Services LLC104,735$2.47M0.0%N/A2.536%
5/10/2023WealthPLAN Partners LLC572,627$13.53M1.5%-40.5%13.865%
5/9/2023ARQ Wealth Advisors LLC21,619$511K0.4%N/A0.523%
5/9/2023Lionsbridge Wealth Management LLC33,893$801K0.7%+5.9%0.821%
5/8/2023WealthPlan Investment Management LLC365,823$8.64M1.5%-62.0%8.858%
5/5/2023Truist Financial Corp54,868$1.30M0.0%+15.9%1.329%
4/28/2023Avantax Advisory Services Inc.111,307$2.63M0.0%+13.9%2.695%
4/28/2023Ameritas Advisory Services LLC271,515$6.43M0.3%-34.5%6.574%
4/25/2023D.A. Davidson & CO.12,785$302K0.0%N/A0.310%
2/16/2023WealthPLAN Partners LLC962,538$22.83M1.6%N/A23.884%
2/13/2023Smith Moore & CO.135,184$3.05M0.4%+0.6%3.354%
2/10/2023Ameritas 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%
2/9/2023HighTower Advisors LLC19,541$443K0.0%-96.3%0.485%
2/8/2023Orion Portfolio Solutions LLC19,158$432K0.0%+25.7%0.475%
2/7/2023Envestnet Asset Management Inc.59,940$1.35M0.0%-67.7%1.487%
2/7/2023Lionsbridge 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%
12/12/2022WealthPlan Investment Management LLC961,494$22.65M1.7%N/A21.852%
11/14/2022OLD Mission Capital LLC14,697$335K0.0%-5.8%0.334%
11/14/2022Smith Moore & CO.134,390$3.06M0.5%-41.3%3.054%
11/10/2022Envestnet Asset Management Inc.185,602$4.23M0.0%+5.1%4.218%
11/9/2022TD Capital Management LLC7,269$166K0.0%N/A0.165%
11/8/2022IFP Advisors Inc2,569$65K0.0%N/A0.058%
11/2/2022Avantax 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%
10/26/2022Truist Financial Corp41,005$934K0.0%+16.4%1.085%
8/15/2022Wick Capital Partners LLC9,160$211K0.1%N/A0.311%
8/12/2022Smith Moore & CO.228,980$5.27M0.8%-1.0%7.762%
8/5/2022OLD Mission Capital LLC15,603$359K0.0%+84.8%0.529%
8/3/2022Envestnet Asset Management Inc.176,605$4.06M0.0%+294.2%5.987%
8/2/2022Avantax Advisory Services Inc.57,400$1.32M0.0%N/A3.521%
7/22/2022Truist Financial Corp35,215$810K0.0%-17.9%2.160%
7/18/2022Brinker Capital Investments LLC124,786$2.87M0.1%-12.3%7.656%
7/14/2022Orion Portfolio Solutions LLC15,385$354K0.0%-14.5%0.944%
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5/12/2022Smith Moore & CO.231,312$5.67M0.8%+242.0%17.458%
5/4/2022Envestnet Asset Management Inc.44,804$1.10M0.0%N/A4.480%
4/22/2022Truist Financial Corp42,891$1.05M0.0%N/A4.399%
2/17/2022Ovata Capital Management Ltd400,000$10.22M0.2%N/A50.000%
2/14/2022Wolverine Trading LLC15,148$388K0.0%N/A1.894%
2/8/2022Smith Moore & CO.67,626$1.73M0.2%N/A9.017%
(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, 34 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were WealthPLAN Partners LLC ($13.83M), Ameritas Advisory Services LLC ($9.05M), WealthPlan Investment Management LLC ($8.97M), Cetera Advisor Networks LLC ($6.28M), Smith Moore & CO. ($5.30M), Norden Group LLC ($5.01M), and ARQ Wealth Advisors LLC ($4.95M).Learn more on HEQT's institutional investors.

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

Of the 32 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 ($1.86M), WealthPLAN Partners LLC ($962.54K), Financial Enhancement Group LLC ($835.12K), Ameritas Advisory Services LLC ($509.10K), Smith Moore & CO. ($242.76K), ARQ Wealth Advisors LLC ($199.90K), and Envestnet Asset Management Inc. ($198.89K).

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

Institutional investors have bought a total of 6,266,729 shares in the last 24 months. This purchase volume represents approximately $147.95M in transactions.

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

Of the 17 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 ($566.78K), 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 3,115,646 shares in the last 24 months. This volume of shares sold represents approximately $73.36M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 4/28/2024 by MarketBeat.com Staff

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