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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
HCA
51
Heck Capital Advisors
Wisconsin
$387K +$395K +12,300 New
FHC
52
First Heartland Consultants
Missouri
$375K +$383K +11,910 New
DWM
53
Diversify Wealth Management
Utah
$371K +$363K +11,301 New
AI
54
Atria Investments
North Carolina
$355K +$362K +11,259 New
BIG
55
Brookwood Investment Group
Arizona
$348K +$1.67K +52 +0.5%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$342K +$87.6K +2,725 +34%
AFP
57
ATX Financial Planning
Texas
$337K -$1.1M -34,133 -76%
PCP
58
Proficio Capital Partners
Massachusetts
$330K – – –
AIM
59
Advyzon Investment Management
Illinois
$320K +$18.5K +576 +6%
IP
60
Indivisible Partners
Florida
$306K +$313K +9,727 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$293K -$131K -4,085 -30%
IWAO
62
Independence Wealth Advisors (Ohio)
Ohio
$292K – – –
Betterment LLC
63
Betterment LLC
New York
$290K -$3.5K -109 -1%
AWM
64
AE Wealth Management
Kansas
$259K +$73.9K +2,298 +39%
Morgan Stanley
65
Morgan Stanley
New York
$257K – – –
PGF
66
Plan Group Financial
Oklahoma
$247K +$836 +26 +0.3%
CA
67
Chatterton & Associates
California
$221K – – –
GSWM
68
Golden State Wealth Management
California
$134K -$88.2K -2,743 -39%
NS
69
NBC Securities
Alabama
$118K -$73.7K -2,293 -38%
CFS
70
CGC Financial Services
Oregon
$98.1K – – –
RFA
71
Reyes Financial Architecture
California
$90.2K +$289 +9 +0.3%
LAMC
72
Longview Asset Management (California)
California
$76.3K – – –
SFS
73
Sunrise Financial Services
Washington
$55K -$6.33K -197 -10%
US Bancorp
74
US Bancorp
Minnesota
$42.2K – – –
HI
75
Harbour Investments
Wisconsin
$31.3K – – –
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.