Simplify Hedged Equity ETF
HEQT
34 hedge funds and large institutions have $86.8M invested in Simplify Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
26% more funds holding
Funds holding: 27 → 34 (+7)
2% more capital invested
Capital invested by funds: $84.7M → $86.8M (+$2.06M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7.46% less ownership
Funds ownership: 89.18% → 81.72% (-7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$3.79M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.41M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.41M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$3.24M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$9.74M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.49M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.23M |
| 4 |
JP Morgan Chase
New York
|
-$3.96M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
26
TD Capital Management
Memphis,
Tennessee
| $281K | – | – | – |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $221K | -$341K | -14,103 | -61% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $182K | +$99.9K | +4,132 | +129% |
|
|
FA
29
Fiduciary Alliance
Greenville,
South Carolina
| $93.6K | +$91.2K | +3,771 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47K | +$45.8K | +1,894 | New |
|
|
NCM
31
Northwest Capital Management
Lake Oswego,
Oregon
| $45.8K | +$44.6K | +1,844 | New |
|
|
32
JP Morgan Chase
New York
| $23.3K | -$3.96M | -163,681 | -99% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $25 | – | – | – |
|
34
Morgan Stanley
New York
| $25 | +$24 | +1 | New |
|
35
UBS Group
Zurich,
Switzerland
| – | -$92.5K | -3,913 | Closed |
|
|
CTC
36
Central Trust Company
Jefferson City,
Missouri
| – | -$2.36K | -100 | Closed |
|
HEQT Hedge Fund Activity: Q2 2023 in Review
34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2023, worth a combined $86.8M — up 2.4% from $84.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEQT positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was ARQ Wealth Advisors, adding an estimated $3.79M. The largest seller was Financial Enhancement Group, cutting an estimated $9.74M.
- 34 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2023, up from 27 in Q1 2023.
- Funds reported $86.8M of Simplify Hedged Equity ETF stock for Q2 2023, up 2.4% quarter-over-quarter.
- 9 funds opened new Simplify Hedged Equity ETF positions in Q2 2023 and 2 closed out, a net change of +7 holders.
- The largest Simplify Hedged Equity ETF buyer in Q2 2023 was ARQ Wealth Advisors, an estimated $3.79M added.
- The largest Simplify Hedged Equity ETF seller in Q2 2023 was Financial Enhancement Group, an estimated $9.74M sold.
Based on aggregated 13F filings for Q2 2023.