Simplify Hedged Equity ETF
HEQT
27 hedge funds and large institutions have $84.7M invested in Simplify Hedged Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
29% more funds holding
Funds holding: 21 → 27 (+6)
9.23% less ownership
Funds ownership: 98.41% → 89.18% (-9.2%)
20% less capital invested
Capital invested by funds: $106M → $84.7M (-$21.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.95M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.63M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.43M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$13.9M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$9.85M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$9.06M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.32M |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $2.36K | +$2.33K | +100 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $24 | +$23 | +1 | New |
|
|
FA
28
Fiduciary Alliance
Greenville,
South Carolina
| – | -$85K | -3,766 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$65K | -2,569 | Closed |
|
HEQT Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2023, worth a combined $84.7M — down 20% from $106M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEQT positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $3.95M. The largest seller was WealthPlan Investment Management, cutting an estimated $13.9M.
- 27 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2023, up from 21 in Q4 2022.
- Funds reported $84.7M of Simplify Hedged Equity ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 8 funds opened new Simplify Hedged Equity ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest Simplify Hedged Equity ETF buyer in Q1 2023 was HighTower Advisors, an estimated $3.95M added.
- The largest Simplify Hedged Equity ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2023.