Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
1,609,625
-
Share change
-
+697,418
-
Total reported value
-
$37,022,000
-
Price per share
-
$23.00
-
Number of holders
-
13
-
Value change
-
+$16,038,271
-
Number of buys
-
5
-
Number of sells
-
6
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q2 2022
As of 30 Jun 2022,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,609,625 shares.
The largest 10 holders included
HighTower Advisors, LLC, Ovata Capital Management Ltd, SMITH, MOORE & CO., ENVESTNET ASSET MANAGEMENT INC, Brinker Capital Investments, LLC, AVANTAX ADVISORY SERVICES, INC., TRUIST FINANCIAL CORP, OLD MISSION CAPITAL LLC, Orion Portfolio Solutions, LLC, and JPMORGAN CHASE & CO.
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.