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Simplify Hedged Equity ETF (HEQT) Institutional Ownership

$28.94
+0.07 (+0.24%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$116.92M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.88M
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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
11/1/2024Lionsbridge Wealth Management LLC124,830$3.61M2.8%+29.8%2.116%
10/31/2024 Keudell Morrison Wealth Management519,326$15.00M4.1%+2.7%8.802%
10/31/2024 Financial Enhancement Group LLC435,918$12.59M2.2%+1,232.1%7.388%
10/30/2024 Ameritas Advisory Services LLC324,992$9.39M0.4%-23.4%5.508%
10/24/2024 Peterson Wealth Advisors LLC37,663$1.09M0.2%-8.2%0.638%
10/23/2024 Middleton & Co. Inc. MA15,975$461K0.1%-20.6%0.271%
10/22/2024 Private Advisor Group LLC884,372$25.54M0.2%+267.3%14.989%
10/21/2024 Foundations Investment Advisors LLC6,944$201K0.0%-40.8%0.118%
10/18/2024Stratos Wealth Advisors LLC157,318$4.54M0.2%+5.2%2.666%
10/8/2024 CWM LLC470,887$13.60M0.1%+26.9%7.981%
10/8/2024 Dynamic Advisor Solutions LLC80,845$2.34M0.1%+21.2%1.370%
8/22/2024Cetera Investment Advisers208,628$5.77M0.0%-2.7%3.536%
8/14/2024Harmony Asset Management LLC58,322$1.61M0.7%+15.3%0.989%
8/12/2024 Middleton & Co. Inc. MA20,107$556K0.1%-62.3%0.341%
8/9/2024WealthPLAN Partners LLC545,585$15.10M1.6%+0.7%9.247%
8/5/2024 Private Advisor Group LLC240,747$6.66M0.0%+505.9%4.080%
8/2/2024 Financial Enhancement Group LLC32,723$904K0.1%+14.1%0.555%
8/2/2024 Foundations Investment Advisors LLC11,737$325K0.0%-27.1%0.199%
7/31/2024Commonwealth Equity Services LLC99,939$2.77M0.0%-50.8%1.694%
7/29/2024 Ameritas Advisory Services LLC424,418$11.74M0.4%+1.0%7.194%
7/17/2024 Keudell Morrison Wealth Management505,746$13.99M4.1%+18.3%8.572%
7/15/2024 Dynamic Advisor Solutions LLC66,717$1.85M0.1%N/A1.131%
7/15/2024Lionsbridge Wealth Management LLC96,138$2.66M2.1%+3.2%1.629%
7/10/2024 CWM LLC370,979$10.27M0.0%+13.1%6.288%
7/9/2024 Northwest Capital Management Inc5,318$147K0.1%+188.7%0.090%
7/9/2024 Mather Group LLC.29,514$782K0.0%N/A0.500%
5/24/2024Cetera Investment Advisers214,338$5.68M0.0%N/A3.633%
5/23/2024ARQ Wealth Advisors LLC231,485$6.13M2.7%+18.2%3.923%
5/17/2024WealthPlan Investment Management LLC364,049$9.64M1.5%+2.5%6.170%
5/9/2024Orion 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%
5/7/2024WealthPLAN 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%
4/30/2024Norden 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%
4/19/2024Norden Group LLC189,280$5.01M0.1%N/A4.351%
4/16/2024 Wealth Enhancement Advisory Services LLC83,607$2.22M0.0%N/A1.922%
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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%
2/6/2024 Private 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%
1/24/2024Stratos 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%
10/24/2023Stratos 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%
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%
7/25/2023 Ameritas Advisory Services LLC366,255$9.05M1.2%+34.9%8.518%
7/18/2023 Fiduciary Alliance LLC3,771$94K0.0%N/A0.088%
7/18/2023Stratos 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%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
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%
4/28/2023 Ameritas 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%
(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, 43 institutional investors and hedge funds held shares of Simplify Hedged Equity ETF. The most heavily invested institutionals were Private Advisor Group LLC ($25.54M), WealthPLAN Partners LLC ($15.10M), Keudell Morrison Wealth Management ($15.00M), Orion Portfolio Solutions LLC ($14.35M), CWM LLC ($13.60M), Financial Enhancement Group LLC ($12.59M), and WealthPlan Investment Management LLC ($9.64M).Learn more on HEQT's institutional investors.

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

Of the 38 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 ($966.19K), Private Advisor Group LLC ($884.37K), Keudell Morrison Wealth Management ($519.33K), Ameritas Advisory Services LLC ($513.45K), Financial Enhancement Group LLC ($481.24K), and Orion Portfolio Solutions LLC ($400.69K).

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

Institutional investors have bought a total of 7,974,756 shares in the last 24 months. This purchase volume represents approximately $200.58M in transactions.

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

Of the 21 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), Ameritas Advisory Services LLC ($242.27K), Orion Portfolio Solutions LLC ($177.18K), 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 3,348,300 shares in the last 24 months. This volume of shares sold represents approximately $80.09M in transactions.


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This page (NYSEARCA:HEQT) was last updated on 11/2/2024 by MarketBeat.com Staff
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