Simplify Hedged Equity ETF
HEQT

$27.62

0.66%

Market Cap: 182M

Funds holding %

of 6,702 funds

–

Analysts bullish %

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

304% more capital invested

Capital invested by funds: $76.6M [Q4 2023] → $310M (+$233M) [Q1 2024]

200% more funds holding in top 10

Funds holding in top 10: 0 [Q4 2023] → 2 (+2) [Q1 2024]

68% more funds holding

Funds holding: 34 [Q4 2023] → 57 (+23) [Q1 2024]

36.0% more ownership

Funds ownership: 60.85% [Q4 2023] → 96.86% (+36.0%) [Q1 2024]

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

See Fund Rankings

Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Negative

Zacks Investment Research

9 hours ago

5 ETFs to Bet On Amid Tech-Driven Market Sell-Off

Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

Neutral

Zacks Investment Research

3 days ago

Volatility Hedged ETF (HEQT) Hits New 52-Week High

For investors seeking momentum, Simplify Hedged Equity ETF HEQT is probably on the radar. The fund just hit a 52-week high and is up about 18% from its 52-week low price of $23.70/share.

Positive

Seeking Alpha

2 months ago

HEQT: Good Timing For A Hedged Play That's Different

Simplify Hedged Equity ETF offers a unique and innovative way to hedge equities and mitigate downside risk. The HEQT ETF combines long equity positions with options strategies to provide a cushion against market volatility. The fund's sector composition closely mirrors that of the S&P 500, allowing it to capture growth potential while maintaining a diversified portfolio.

Neutral

Business Wire

7 months ago

Simplify Provides Estimated Capital Gain Distribution Information for 2023

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.