Simplify Hedged Equity ETF
HEQT
13 hedge funds and large institutions have $37M invested in Simplify Hedged Equity ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
66% more capital invested
Capital invested by funds: $22.3M → $37M (+$14.7M)
18% more funds holding
Funds holding: 11 → 13 (+2)
5.67% more ownership
Funds ownership: 93.08% → 98.75% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$12.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.09M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.35M |
| 4 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$215K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$409K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$180K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$62K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$61.4K |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$54.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $12.1M | +$12.3M | +526,094 | New |
|
|
OCM
2
Ovata Capital Management
Hong Kong
| $9.2M | – | – | – |
|
|
SMC
3
Smith, Moore & Co
Clayton,
Missouri
| $5.27M | -$54.7K | -2,332 | -1% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $4.06M | +$3.09M | +131,801 | +294% |
|
|
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.87M | -$409K | -17,423 | -12% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $1.32M | +$1.35M | +57,400 | New |
|
|
7
Truist Financial
Charlotte,
North Carolina
| $810K | -$180K | -7,676 | -18% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $359K | +$168K | +7,162 | +85% |
|
|
OPS
9
Orion Portfolio Solutions
Omaha,
Nebraska
| $354K | -$61.4K | -2,617 | -15% |
|
10
JP Morgan Chase
New York
| $230K | – | – | – |
|
11
Wolverine Trading
Chicago,
Illinois
| $229K | -$38.6K | -1,643 | -14% |
|
|
WCP
12
Wick Capital Partners
Wayne,
Pennsylvania
| $211K | +$215K | +9,160 | New |
|
13
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$62K | -2,508 | Closed |
|
HEQT Hedge Fund Activity: Q2 2022 in Review
13 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2022, worth a combined $37M — up 66% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEQT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.3M. The largest seller was Brinker Capital Investments, cutting an estimated $409K.
- 13 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2022, up from 11 in Q1 2022.
- Funds reported $37M of Simplify Hedged Equity ETF stock for Q2 2022, up 66% quarter-over-quarter.
- 3 funds opened new Simplify Hedged Equity ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
- The largest Simplify Hedged Equity ETF buyer in Q2 2022 was HighTower Advisors, an estimated $12.3M added.
- The largest Simplify Hedged Equity ETF seller in Q2 2022 was Brinker Capital Investments, an estimated $409K sold.
Based on aggregated 13F filings for Q2 2022.