Simplify Hedged Equity ETF
HEQT
HEQT
46 hedge funds and large institutions have $199M invested in Simplify Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
21% more capital invested
Capital invested by funds: $165M → $199M (+$34.4M)
8.4% less ownership
Funds ownership: 76.22% → 67.82% (-8.4%)
Holders
46
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$21.2M | |
| 2 | +$6.97M | |
| 3 | +$3.85M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.67M |
Top Sellers
| 1 | -$11M | |
| 2 | -$5.53M | |
| 3 | -$2.33M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.37M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$882K |