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Simplify Hedged Equity ETF
HEQT

78 hedge funds and large institutions have $232M invested in Simplify Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

15% more funds holding

Funds holding: 68 → 78 (+10)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

2.25% less ownership

Funds ownership: 72.39% → 70.13% (-2.3%)

22% less capital invested

Capital invested by funds: $297M → $232M (-$64.5M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
16
Increased
28
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
+$5.68M
2
SI
Stephens Inc
Arkansas
+$5.16M
3
LWL
Leo Wealth LLC
Texas
+$4.41M
4
BAM
Belpointe Asset Management
Nevada
+$4.06M
5
MWM
Meridian Wealth Management
Kentucky
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
ABWM
Alpine Bank Wealth Management
Colorado
-$53.7M
2
LPL Financial
LPL Financial
California
-$16.7M
3
PAG
Private Advisor Group
New Jersey
-$16.3M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
-$10.2M
5
WP
WealthPLAN Partners
Nebraska
-$6.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
26
Victory Financial Group
Texas
$3.46M -$112K -3,846 -3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.93M +$1.44M +49,668 +104%
3AM
28
3EDGE Asset Management
Florida
$2.62M +$1.81M +62,477 +254%
OIA
29
OneDigital Investment Advisors
Kansas
$2.1M +$154K +5,301 +8%
EH
30
Equitable Holdings
New York
$2.08M +$2.01M +69,303 New
Jane Street
31
Jane Street
New York
$1.99M +$1.72M +59,171 +845%
SWA
32
Stratos Wealth Advisors
Ohio
$1.64M -$2.5M -86,296 -61%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.53M +$1.45K +50 +0.1%
LMKC
34
L.M. Kohn & Company
Ohio
$1.48M +$1.43M +49,195 New
ASN
35
Advisory Services Network
Georgia
$1.36M +$112K +3,856 +9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.02M -$85K -2,930 -8%
CA
37
Cambridge Advisors
Nebraska
$999K +$408K +14,046 +73%
SA
38
Skyline Advisors
Washington
$927K +$896K +30,861 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$762K -$4.35K -150 -0.6%
RFA
40
Reyes Financial Architecture
California
$749K +$400K +13,773 +124%
AFP
41
Ausdal Financial Partners
Iowa
$722K -$9.55K -329 -1%
LWM
42
Lionsbridge Wealth Management
Florida
$692K -$4.11M -141,553 -86%
PA
43
PFG Advisors
Arizona
$653K -$57.7K -1,989 -8%
EMAM
44
Encompass More Asset Management
California
$639K -$245K -8,442 -28%
SAM
45
Smartleaf Asset Management
Massachusetts
$503K +$475K +16,377 +4,094%
Bank of America
46
Bank of America
North Carolina
$496K +$479K +16,493 New
GS
47
GTS Securities
New York
$454K +$438K +15,103 New
HH
48
Hilltop Holdings
Texas
$447K +$3.22K +111 +0.8%
PI
49
PFG Investments
New York
$445K +$430K +14,818 New
OMC
50
Old Mission Capital
Illinois
$438K +$423K +14,582 New
1
2
3 4

HEQT Hedge Fund Activity: Q2 2025 in Review

78 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2025, worth a combined $232M — down 22% from $297M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEQT positions and 6 closed out — a net gain of 10 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was WealthPlan Investment Management, adding an estimated $5.68M. The largest seller was Alpine Bank Wealth Management, cutting an estimated $53.7M.

  • 78 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $232M of Simplify Hedged Equity ETF stock for Q2 2025, down 22% quarter-over-quarter.
  • 16 funds opened new Simplify Hedged Equity ETF positions in Q2 2025 and 6 closed out, a net change of +10 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q2 2025 was WealthPlan Investment Management, an estimated $5.68M added.
  • The largest Simplify Hedged Equity ETF seller in Q2 2025 was Alpine Bank Wealth Management, an estimated $53.7M sold.

Based on aggregated 13F filings for Q2 2025.