Simplify Hedged Equity ETF
HEQT
HEQT
36 hedge funds and large institutions have $165M invested in Simplify Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
14% less funds holding
Funds holding: 42 → 36 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Holders
36
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$18.6M | |
| 2 | +$9.64M | |
| 3 | +$3.87M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.52M |
Top Sellers
| 1 | -$5.13M | |
| 2 | -$2.87M | |
| 3 | -$1.56M | |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$782K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$533K |