We rank companies based on fund manager, research analyst and news sentiment
HEQT

Simplify Hedged Equity ETF
HEQT

$26
0.38%
0
Funds holding %
of 6,474 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

6% more funds holding

Funds holding: 31 [Q3] → 33 (+2) [Q4]

14% less capital invested

Capital invested by funds: $83.4M [Q3] → $71.7M (-$11.7M) [Q4]

18.63% less ownership

Funds ownership: 75.55% [Q3] → 56.92% (-18.63%) [Q4]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for HEQT.

Financial journalist opinion