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 |
HEQT Hedge Fund Activity: Q2 2022 in Review
13 of the 5,959 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.