Simplify Hedged Equity ETFHEQT
HEQT
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
49% more capital invested
Capital invested by funds: $199M [Q4 2024] → $296M (+$97.7M) [Q1 2025]
49% more funds holding
Funds holding: 45 [Q4 2024] → 67 (+22) [Q1 2025]
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
4.62% more ownership
Funds ownership: 67.74% [Q4 2024] → 72.37% (+4.62%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for HEQT.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
HEQT: A Promising Hedged ETF With Reasonable Fees
HEQT offers a compelling hedged equity solution for investors seeking S&P 500 exposure with reduced downside risk and volatility. The fund uses a laddered put/spread collar options strategy, providing protection against 5-20% market declines while maintaining capital appreciation potential. HEQT outperforms the S&P 500 and other hedged ETFs in risk-adjusted returns and has a low expense ratio among peers.
Neutral
CNBC Television
2 months ago
ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload
Paisley Nardini, Simplify Asset Management managing director and portfolio manager, and Dave Nadig, financial futurist, join Dom Chu on “ETF Edge” to talk about new investor optimism, ETFs adopting a hedge fund- like strategy and what these funds can do for investors now.
Negative
Zacks Investment Research
4 months ago
ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries
Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.
Neutral
Zacks Investment Research
4 months ago
The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT
CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
Negative
Zacks Investment Research
4 months ago
Low-Beta ETFs to Hedge Against Trade War Risks
Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.
Positive
Seeking Alpha
6 months ago
HEQT: Very Robust 2024, But Equities Are Now Expensive (Rating Downgrade)
HEQT, a collar strategy ETF, delivered a 20% return in the past year but is now rated 'Hold' due to high S&P 500 P/E ratios. Collar funds like HEQT hedge the downside by selling call options and buying put spreads, capturing 60%-80% of the index's upside and minimizing losses during downturns. HEQT's laddered rolling collar strategy outperforms peers like PJAN in up markets but carries a higher risk and reward.
Neutral
Business Wire
8 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Negative
Seeking Alpha
11 months ago
HEQT: Extended Markets Warrant A Hedge
HEQT ETF provides conservative investors with equity exposure while limiting downside risks through put-spread collars. The fund has delivered a solid 17% in total returns since October. Although HEQT has underperformed the S&P 500, this is to be expected. With market valuations at extended levels, I believe conservative investors should look at alternatives like HEQT to protect their portfolios against market drawdowns.
Negative
Zacks Investment Research
11 months ago
Low-Beta ETFs to Buy Amid Market Turmoil
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
Negative
Zacks Investment Research
1 year 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.
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