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Simplify Hedged Equity ETF
HEQT

68 hedge funds and large institutions have $297M invested in Simplify Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 2

49% more capital invested

Capital invested by funds: $199M → $297M (+$97.6M)

48% more funds holding

Funds holding: 46 → 68 (+22)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4.57% more ownership

Funds ownership: 67.82% → 72.39% (+4.6%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

Holders
68
Holders Change
+22
Holders Change %
+47.83%
% of All Funds
0.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
20
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KMWM
Keudell/Morrison Wealth Management
Oregon
+$9.57M
2
SIM
Stratos Investment Management
Ohio
+$5.84M
3
FFA
Farther Finance Advisors
California
+$5.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.01M
5
MML Investors Services
MML Investors Services
Massachusetts
+$4.84M

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$4.06M
2
AAS
Ameritas Advisory Services
Nebraska
-$2M
3
SMC
Smith, Moore & Co
Missouri
-$1.33M
4
UBS Group
UBS Group
Switzerland
-$1.28M
5
SWA
Stratos Wealth Advisors
Ohio
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$2.42M +$777K +26,248 +44%
WWP
27
Wise Wealth Partners
Arizona
$2.15M +$2.23M +75,376 New
OIA
28
OneDigital Investment Advisors
Kansas
$1.85M +$1.52M +51,191 +378%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.45M -$136K -4,586 -8%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.37M +$1.42M +47,966 New
ASN
31
Advisory Services Network
Georgia
$1.17M +$1.21M +40,913 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.06M -$26.2K -885 -2%
SWM
33
SFG Wealth Management
Maryland
$1.06M +$1.09M +36,936 New
EMAM
34
Encompass More Asset Management
California
$849K +$880K +29,708 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$729K +$74.7K +2,523 +11%
3AM
36
3EDGE Asset Management
Florida
$703K +$728K +24,603 New
AFP
37
Ausdal Financial Partners
Iowa
$696K +$721K +24,344 New
PA
38
PFG Advisors
Arizona
$677K -$6.66K -225 -0.9%
CA
39
Cambridge Advisors
Nebraska
$549K +$569K +19,209 New
AP
40
Advisors Preferred
Maryland
$523K +$541K +18,272 New
HH
41
Hilltop Holdings
Texas
$422K -$8.53K -288 -2%
BRG
42
Bay Rivers Group
Virginia
$402K +$31.7K +1,070 +8%
MC
43
Middleton & Co
Massachusetts
$372K – – –
RFA
44
Reyes Financial Architecture
California
$319K -$20.8K -701 -6%
WWM
45
Western Wealth Management
Colorado
$312K +$323K +10,913 New
PCP
46
Proficio Capital Partners
Massachusetts
$299K – – –
AWS
47
Atria Wealth Solutions
New York
$279K -$48.9K -1,650 -14%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$247K +$255K +8,629 New
Mariner
49
Mariner
Kansas
$242K +$251K +8,476 New
AWM
50
AE Wealth Management
Kansas
$242K -$44.4K -1,501 -15%
1
2
3

HEQT Hedge Fund Activity: Q1 2025 in Review

68 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2025, worth a combined $297M — up 49% from $199M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEQT positions and 2 closed out — a net gain of 22 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Keudell/Morrison Wealth Management, adding an estimated $9.57M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.06M.

  • 68 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $297M of Simplify Hedged Equity ETF stock for Q1 2025, up 49% quarter-over-quarter.
  • 24 funds opened new Simplify Hedged Equity ETF positions in Q1 2025 and 2 closed out, a net change of +22 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q1 2025 was Keudell/Morrison Wealth Management, an estimated $9.57M added.
  • The largest Simplify Hedged Equity ETF seller in Q1 2025 was WealthPlan Investment Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q1 2025.