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Simplify Hedged Equity ETF
HEQT

35 hedge funds and large institutions have $81M invested in Simplify Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

9% more funds holding

Funds holding: 32 → 35 (+3)

7% less capital invested

Capital invested by funds: $86.9M → $81M (-$5.9M)

14.38% less ownership

Funds ownership: 78.75% → 64.37% (-14%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
16
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWM
Lionsbridge Wealth Management
Florida
+$1.57M
2
HighTower Advisors
HighTower Advisors
Illinois
+$966K
3
PAG
Private Advisor Group
New Jersey
+$878K
4
PWA
Peterson Wealth Advisors
Utah
+$816K
5
BCI
Brinker Capital Investments
Pennsylvania
+$747K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$8.87M
2
FHA
Flagship Harbor Advisors
Massachusetts
-$2.79M
3
AAS
Avantax Advisory Services
Texas
-$2.7M
4
Truist Financial
Truist Financial
North Carolina
-$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
TD Capital Management
Tennessee
$287K +$573 +23 +0.2%
Wolverine Trading
27
Wolverine Trading
Illinois
$272K +$268K +10,759 New
HAM
28
Harmony Asset Management
Arizona
$253K +$249K +10,007 New
EMAM
29
Encompass More Asset Management
California
$246K +$243K +9,751 New
DADC
30
D.A. Davidson & Co
Montana
$236K -$61.9K -2,485 -21%
Truist Financial
31
Truist Financial
North Carolina
$201K -$1.42M -56,814 -88%
JP Morgan Chase
32
JP Morgan Chase
New York
$74.2K +$55.2K +2,218 +308%
NCM
33
Northwest Capital Management
Oregon
$46.5K – – –
NMG
34
New Millennium Group
Utah
$7.15K +$7.05K +283 New
DFA
35
DHJJ Financial Advisors
Illinois
$506 – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
– -$2.79M -114,625 Closed
AAS
37
Avantax Advisory Services
Texas
– -$2.7M -110,996 Closed
BIM
38
Bullseye Investment Management
Ohio
– -$595K -24,402 Closed
PEA
39
Park Edge Advisors
Ohio
– -$549K -22,523 Closed
UBS Group
40
UBS Group
Switzerland
– -$20.4K -839 Closed
1
2

HEQT Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q4 2023, worth a combined $81M — down 6.8% from $86.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HEQT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Lionsbridge Wealth Management, adding an estimated $1.57M. The largest seller was Ameritas Advisory Services, cutting an estimated $8.87M.

  • 35 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $81M of Simplify Hedged Equity ETF stock for Q4 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new Simplify Hedged Equity ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q4 2023 was Lionsbridge Wealth Management, an estimated $1.57M added.
  • The largest Simplify Hedged Equity ETF seller in Q4 2023 was Ameritas Advisory Services, an estimated $8.87M sold.

Based on aggregated 13F filings for Q4 2023.