Simplify Hedged Equity ETF
HEQT
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.68M | |
| 2 | +$5.16M | |
| 3 | +$4.41M | |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$4.06M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.23M |
Top Sellers
| 1 | -$53.7M | |
| 2 | -$16.7M | |
| 3 | -$16.3M | |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$10.2M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$6.28M |