We are live on ! Find out more
HEQT icon

Simplify Hedged Equity ETF
HEQT

42 hedge funds and large institutions have $132M invested in Simplify Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

21.88% less ownership

Funds ownership: 103.12% → 81.24% (-22%)

29% less funds holding

Funds holding: 59 → 42 (-17)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

60% less capital invested

Capital invested by funds: $330M → $132M (-$198M)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
42
Holders Change
-17
Holders Change %
-28.81%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
16
Reduced
15
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$5.39M
2
LPL Financial
LPL Financial
California
+$5.34M
3
KMWM
Keudell/Morrison Wealth Management
Oregon
+$2.1M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.79M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$135M
2
TC
TownSquare Capital
Utah
-$22.7M
3
BCI
Brinker Capital Investments
Pennsylvania
-$14.3M
4
OPS
Orion Portfolio Solutions
Nebraska
-$14.3M
5
PWG
Portside Wealth Group
Utah
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
– -$2.06M -77,894 Closed
SB
52
Strategic Blueprint
Georgia
– -$1.73M -65,388 Closed
BTWM
53
Baker Tilly Wealth Management
Wisconsin
– -$1.58M -59,619 Closed
FNWA
54
Financial Network Wealth Advisors
Utah
– -$1.26M -47,732 Closed
DAS
55
Diversify Advisory Services
Utah
– -$769K -29,084 Closed
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
– -$673K -25,424 Closed
NG
57
Norden Group
Utah
– -$501K -18,928 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– -$375K -14,144 Closed
MTC
59
Matrix Trust Company
Colorado
– -$304K -11,462 Closed
RW
60
Regimen Wealth
Georgia
– -$272K -10,266 Closed
PCIA
61
Prime Capital Investment Advisors
Kansas
– -$200K -7,551 Closed
FFO
62
Fortitude Family Office
Arizona
– -$141K -5,311 Closed
QCG
63
Quadrant Capital Group
Ohio
– -$7.39K -279 Closed
VWA
64
Valued Wealth Advisors
Utah
– -$5.83K -220 Closed
1 2
3

HEQT Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2024, worth a combined $132M — down 60% from $330M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HEQT and 6 opened new positions — a net loss of 16 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Private Advisor Group, adding an estimated $5.39M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $135M sold.

  • 42 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2024, down from 59 in Q1 2024.
  • Funds reported $132M of Simplify Hedged Equity ETF stock for Q2 2024, down 60% quarter-over-quarter.
  • 6 funds opened new Simplify Hedged Equity ETF positions in Q2 2024 and 22 closed out, a net change of -16 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q2 2024 was Private Advisor Group, an estimated $5.39M added.
  • The largest Simplify Hedged Equity ETF seller in Q2 2024 was 3EDGE Asset Management, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2024.