Simplify Hedged Equity ETF
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
25% more capital invested
Capital invested by funds: $132M → $165M (+$32.4M)
5.02% less ownership
Funds ownership: 81.24% → 76.22% (-5%)
14% less funds holding
Funds holding: 42 → 36 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$18M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$11.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.75M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.97M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.78M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.51M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$782K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$517K |
HEQT Hedge Fund Activity: Q3 2024 in Review
36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q3 2024, worth a combined $165M — up 25% from $132M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HEQT and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was Private Advisor Group, adding an estimated $18M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.97M.
- 36 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q3 2024, down from 42 in Q2 2024.
- Funds reported $165M of Simplify Hedged Equity ETF stock for Q3 2024, up 25% quarter-over-quarter.
- 2 funds opened new Simplify Hedged Equity ETF positions in Q3 2024 and 8 closed out, a net change of -6 holders.
- The largest Simplify Hedged Equity ETF buyer in Q3 2024 was Private Advisor Group, an estimated $18M added.
- The largest Simplify Hedged Equity ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2024.