Simplify Hedged Equity ETF

HEQT

Market cap $305M

Overview Fund Activity

31.07 USD

+0.01

0.03%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.03%

5 days

0.71%

1 month

1.37%

3 months

4.58%

6 months

7.84%

Year to date

5.5%

1 year

9.75%

5 years

23.78%

10 years

23.78%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

15% more funds holding

Funds holding: 68 [Q1] → 78 (+10) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

2.37% less ownership

Funds ownership: 72.39% [Q1] → 70.02% (-2.37%) [Q2]

22% less capital invested

Capital invested by funds: $297M [Q1] → $232M (-$64.9M) [Q2]

80% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 1 (-4) [Q2]

See Fund Rankings

Financial journalist opinion

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.

HEQT: A Promising Hedged ETF With Reasonable Fees

CNBC Television

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.

ETF Edge: Moody's downgrade, ETFs with hedge fund strategies and product overload

Zacks Investment Research

ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries

Investors should consider applying hedging techniques to their equity portfolio to reduce overall volatility.

ETFs to Hedge Against Volatility Amid Trade & Slowdown Worries

Zacks Investment Research

The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT

CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.

The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT

Zacks Investment Research

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.

Low-Beta ETFs to Hedge Against Trade War Risks

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.

HEQT: Very Robust 2024, But Equities Are Now Expensive (Rating Downgrade)

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.

Simplify Provides Estimated Capital Gain Distribution Information for 2024

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.

HEQT: Extended Markets Warrant A Hedge

Zacks Investment Research

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.

Low-Beta ETFs to Buy Amid Market Turmoil

Zacks Investment Research

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.

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

See News Rankings

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