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Simplify Hedged Equity ETF
HEQT

87 hedge funds and large institutions have $222M invested in Simplify Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 81 → 87 (+6)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

5.5% less ownership

Funds ownership: 74.92% → 69.42% (-5.5%)

10% less capital invested

Capital invested by funds: $248M → $222M (-$25.8M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
29
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$9.31M
2
TAP
TSG Advice Partners
Ohio
+$5.97M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.29M
4
LPL Financial
LPL Financial
California
+$3.32M
5
EMAM
Encompass More Asset Management
California
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$18.8M
2
KMWM
Keudell/Morrison Wealth Management
Oregon
-$16.6M
3
WIM
WealthPlan Investment Management
Nebraska
-$6M
4
SI
Stephens Inc
Arkansas
-$5.49M
5
WP
WealthPLAN Partners
Nebraska
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$3.14M -$221K -6,887 -6%
DAS
27
Dynamic Advisor Solutions
Arizona
$2.91M -$134K -4,176 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$2.85M -$1.17M -36,501 -29%
EMAM
29
Encompass More Asset Management
California
$2.85M +$2.14M +66,680 +280%
SPIA
30
Steward Partners Investment Advisory
New York
$2.83M -$279K -8,670 -9%
EWM
31
Evolution Wealth Management
Florida
$2.35M +$338K +10,510 +16%
PA
32
Parallel Advisors
California
$2.03M -$771K -23,967 -27%
SWA
33
Stratos Wealth Advisors
Ohio
$2.03M +$55.7K +1,732 +3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.5M -$24K -745 -2%
EH
35
Equitable Holdings
New York
$1.45M -$878K -27,297 -38%
SAM
36
Smartleaf Asset Management
Massachusetts
$1.41M +$194K +6,044 +15%
CW
37
CreativeOne Wealth
Kansas
$1.38M +$275K +8,546 +24%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.23M +$81.8K +2,544 +7%
SI
39
Stephens Inc
Arkansas
$1.18M -$5.49M -170,899 -82%
CA
40
Cambridge Advisors
Nebraska
$1.02M – – –
BWS
41
BFI Wealth Solutions
Texas
$974K -$124K -3,861 -11%
BRG
42
Bay Rivers Group
Virginia
$866K +$248K +7,728 +39%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$792K -$107K -3,337 -12%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$706K -$34.2K -1,064 -5%
BJF
45
Blue Jean Financial
New York
$602K +$105K +3,280 +21%
OMC
46
Old Mission Capital
Illinois
$601K +$198K +6,150 +48%
Jane Street
47
Jane Street
New York
$580K +$592K +18,423 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$449K +$458K +14,253 New
MC
49
Middleton & Co
Massachusetts
$410K – – –
WWM
50
Western Wealth Management
Colorado
$397K -$6.21K -193 -2%
1
2
3 4

HEQT Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2026, worth a combined $222M — down 10% from $248M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEQT positions and 8 closed out — a net gain of 8 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.31M. The largest seller was Private Advisor Group, cutting an estimated $18.8M.

  • 87 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2026, up from 81 in Q4 2025.
  • Funds reported $222M of Simplify Hedged Equity ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 16 funds opened new Simplify Hedged Equity ETF positions in Q1 2026 and 8 closed out, a net change of +8 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q1 2026 was Brinker Capital Investments, an estimated $9.31M added.
  • The largest Simplify Hedged Equity ETF seller in Q1 2026 was Private Advisor Group, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2026.