Simplify Hedged Equity ETF
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.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
15% more funds holding
Funds holding: 68 → 78 (+10)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
2.25% less ownership
Funds ownership: 72.39% → 70.13% (-2.3%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$5.68M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$5.16M |
| 3 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$4.41M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$4.06M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$53.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$16.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$16.3M |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$10.2M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$6.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Raymond James Financial
St Petersburg,
Florida
| $9.13K | +$8.82K | +304 | New |
|
77
Comerica Bank
Dallas,
Texas
| $2.1K | – | – | – |
|
|
DFA
78
DHJJ Financial Advisors
Naperville,
Illinois
| $601 | – | – | – |
|
|
WWP
79
Wise Wealth Partners
Phoenix,
Arizona
| – | -$2.15M | -75,376 | Closed |
|
|
SWM
80
SFG Wealth Management
Towson,
Maryland
| – | -$1.06M | -36,936 | Closed |
|
|
AP
81
Advisors Preferred
Rockville,
Maryland
| – | -$523K | -18,272 | Closed |
|
|
ATPW
82
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$247K | -8,629 | Closed |
|
|
MBFW
83
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$37.5K | -1,311 | Closed |
|
|
KWM
84
Kiker Wealth Management
Jasper,
Georgia
| – | -$27.5K | -962 | Closed |
|
HEQT Hedge Fund Activity: Q2 2025 in Review
78 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2025, worth a combined $232M — down 22% from $297M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HEQT positions and 6 closed out — a net gain of 10 holders — while 28 added to existing stakes and 26 trimmed.
The largest buyer was WealthPlan Investment Management, adding an estimated $5.68M. The largest seller was Alpine Bank Wealth Management, cutting an estimated $53.7M.
- 78 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2025, up from 68 in Q1 2025.
- Funds reported $232M of Simplify Hedged Equity ETF stock for Q2 2025, down 22% quarter-over-quarter.
- 16 funds opened new Simplify Hedged Equity ETF positions in Q2 2025 and 6 closed out, a net change of +10 holders.
- The largest Simplify Hedged Equity ETF buyer in Q2 2025 was WealthPlan Investment Management, an estimated $5.68M added.
- The largest Simplify Hedged Equity ETF seller in Q2 2025 was Alpine Bank Wealth Management, an estimated $53.7M sold.
Based on aggregated 13F filings for Q2 2025.