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Simplify Hedged Equity ETF
HEQT

59 hedge funds and large institutions have $330M invested in Simplify Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

307% more capital invested

Capital invested by funds: $81M → $330M (+$249M)

69% more funds holding

Funds holding: 35 → 59 (+24)

38.75% more ownership

Funds ownership: 64.37% → 103.12% (+39%)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

Holders
59
Holders Change
+24
Holders Change %
+68.57%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$132M
2
TC
TownSquare Capital
Utah
+$22.1M
3
KMWM
Keudell/Morrison Wealth Management
Oregon
+$11.1M
4
BCI
Brinker Capital Investments
Pennsylvania
+$9.49M
5
OPS
Orion Portfolio Solutions
Nebraska
+$9.49M

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$882K
2
EH
Equitable Holdings
New York
-$641K
3
OMC
Old Mission Capital
Illinois
-$512K
4
TCM
TD Capital Management
Tennessee
-$294K
5
Wolverine Trading
Wolverine Trading
Illinois
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
51
Northwest Capital Management
Oregon
$48.8K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$22.4K -$54.1K -2,091 -71%
CTC
53
Central Trust Company
Missouri
$9.96K +$9.73K +376 New
QCG
54
Quadrant Capital Group
Ohio
$7.39K +$7.22K +279 New
VWA
55
Valued Wealth Advisors
Utah
$5.83K +$5.69K +220 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5K +$5.1K +197 New
DFA
57
DHJJ Financial Advisors
Illinois
$530 – – –
TCM
58
TD Capital Management
Tennessee
$68 -$294K -11,360 -100%
Morgan Stanley
59
Morgan Stanley
New York
$31 +$26 +1 New
EH
60
Equitable Holdings
New York
– -$641K -25,359 Closed
OMC
61
Old Mission Capital
Illinois
– -$512K -20,281 Closed
Wolverine Trading
62
Wolverine Trading
Illinois
– -$272K -10,759 Closed
DADC
63
D.A. Davidson & Co
Montana
– -$236K -9,360 Closed
Truist Financial
64
Truist Financial
North Carolina
– -$201K -7,971 Closed
NMG
65
New Millennium Group
Utah
– -$7.15K -283 Closed
1 2
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HEQT Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2024, worth a combined $330M — up 307% from $81M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HEQT positions and 6 closed out — a net gain of 24 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $132M. The largest seller was Cetera Advisor Networks, cutting an estimated $882K.

  • 59 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $330M of Simplify Hedged Equity ETF stock for Q1 2024, up 307% quarter-over-quarter.
  • 30 funds opened new Simplify Hedged Equity ETF positions in Q1 2024 and 6 closed out, a net change of +24 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q1 2024 was 3EDGE Asset Management, an estimated $132M added.
  • The largest Simplify Hedged Equity ETF seller in Q1 2024 was Cetera Advisor Networks, an estimated $882K sold.

Based on aggregated 13F filings for Q1 2024.