Simplify Hedged Equity ETF
HEQT
32 hedge funds and large institutions have $86.9M invested in Simplify Hedged Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0% more capital invested
Capital invested by funds: $86.8M → $86.9M (+$178K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.97% less ownership
Funds ownership: 81.72% → 78.75% (-3%)
6% less funds holding
Funds holding: 34 → 32 (-2)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.78M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$2.44M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.17M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.03M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.27M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$4.27M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$883K |
| 4 |
Jane Street
New York
|
-$384K |
| 5 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $289K | -$18.6K | -745 | -6% |
|
|
TCM
27
TD Capital Management
Memphis,
Tennessee
| $276K | +$50 | +2 | +0% |
|
|
AWS
28
Atria Wealth Solutions
New York
| $256K | +$262K | +10,502 | New |
|
|
NCM
29
Northwest Capital Management
Lake Oswego,
Oregon
| $44.9K | -$50 | -2 | -0.1% |
|
30
UBS Group
Zurich,
Switzerland
| $20.4K | +$20.9K | +839 | New |
|
31
JP Morgan Chase
New York
| $17.5K | -$5.46K | -219 | -23% |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $488 | +$499 | +20 | New |
|
|
33
Jane Street
New York
| – | -$384K | -15,464 | Closed |
|
|
WCP
34
Wick Capital Partners
Wayne,
Pennsylvania
| – | -$347K | -13,990 | Closed |
|
35
Wolverine Trading
Chicago,
Illinois
| – | -$302K | -12,221 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$221K | -8,891 | Closed |
|
|
FA
37
Fiduciary Alliance
Greenville,
South Carolina
| – | -$93.6K | -3,771 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
39
Morgan Stanley
New York
| – | -$25 | -1 | Closed |
|
HEQT Hedge Fund Activity: Q3 2023 in Review
32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q3 2023, worth a combined $86.9M — up 0.2% from $86.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HEQT and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.
The largest buyer was WealthPLAN Partners, adding an estimated $3.78M. The largest seller was Brinker Capital Investments, cutting an estimated $4.27M.
- 32 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q3 2023, down from 34 in Q2 2023.
- Funds reported $86.9M of Simplify Hedged Equity ETF stock for Q3 2023, up 0.2% quarter-over-quarter.
- 5 funds opened new Simplify Hedged Equity ETF positions in Q3 2023 and 7 closed out, a net change of -2 holders.
- The largest Simplify Hedged Equity ETF buyer in Q3 2023 was WealthPLAN Partners, an estimated $3.78M added.
- The largest Simplify Hedged Equity ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $4.27M sold.
Based on aggregated 13F filings for Q3 2023.