Simplify Hedged Equity ETF
HEQT
42 hedge funds and large institutions have $132M invested in Simplify Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 22 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
21.88% less ownership
Funds ownership: 103.12% → 81.24% (-22%)
29% less funds holding
Funds holding: 59 → 42 (-17)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less capital invested
Capital invested by funds: $330M → $132M (-$198M)
73% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.39M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.34M |
| 3 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$2.1M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.79M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$135M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$22.7M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$14.3M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$14.3M |
| 5 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$4.79M |
HEQT Hedge Fund Activity: Q2 2024 in Review
42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2024, worth a combined $132M — down 60% from $330M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of HEQT and 6 opened new positions — a net loss of 16 holders — while 15 trimmed existing stakes and 16 added.
The largest buyer was Private Advisor Group, adding an estimated $5.39M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $135M sold.
- 42 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2024, down from 59 in Q1 2024.
- Funds reported $132M of Simplify Hedged Equity ETF stock for Q2 2024, down 60% quarter-over-quarter.
- 6 funds opened new Simplify Hedged Equity ETF positions in Q2 2024 and 22 closed out, a net change of -16 holders.
- The largest Simplify Hedged Equity ETF buyer in Q2 2024 was Private Advisor Group, an estimated $5.39M added.
- The largest Simplify Hedged Equity ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2024.