Simplify Hedged Equity ETF
HEQT
11 hedge funds and large institutions have $22.3M invested in Simplify Hedged Equity ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
76% more capital invested
Capital invested by funds: $12.7M → $22.3M (+$9.66M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
10.3% less ownership
Funds ownership: 103.39% → 93.08% (-10%)
Top Buyers
Top Sellers
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$87.5K |
| 2 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
Ovata Capital Management
Hong Kong
| $9.78M | – | – | – |
|
|
SMC
2
Smith, Moore & Co
Clayton,
Missouri
| $5.67M | +$4.01M | +163,686 | +242% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $3.49M | +$3.49M | +142,209 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.1M | +$1.1M | +44,804 | New |
|
5
Truist Financial
Charlotte,
North Carolina
| $1.05M | +$1.05M | +42,891 | New |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $441K | +$441K | +18,002 | New |
|
|
7
Wolverine Trading
Chicago,
Illinois
| $285K | -$87.5K | -3,570 | -24% |
|
8
JP Morgan Chase
New York
| $245K | – | – | – |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $207K | +$207K | +8,441 | New |
|
10
UBS Group
Zurich,
Switzerland
| $62K | +$61.5K | +2,508 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
|
TCM
12
TD Capital Management
Memphis,
Tennessee
| – | -$77K | -3,017 | Closed |
|
HEQT Hedge Fund Activity: Q1 2022 in Review
11 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2022, worth a combined $22.3M — up 76% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQT positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Smith, Moore & Co, adding an estimated $4.01M. The largest seller was Wolverine Trading, cutting an estimated $87.5K.
- 11 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2022, up from 6 in Q4 2021.
- Funds reported $22.3M of Simplify Hedged Equity ETF stock for Q1 2022, up 76% quarter-over-quarter.
- 6 funds opened new Simplify Hedged Equity ETF positions in Q1 2022 and 1 closed out, a net change of +5 holders.
- The largest Simplify Hedged Equity ETF buyer in Q1 2022 was Smith, Moore & Co, an estimated $4.01M added.
- The largest Simplify Hedged Equity ETF seller in Q1 2022 was Wolverine Trading, an estimated $87.5K sold.
Based on aggregated 13F filings for Q1 2022.