Simplify Hedged Equity ETF
HEQT
17 hedge funds and large institutions have $84.6M invested in Simplify Hedged Equity ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
128% more capital invested
Capital invested by funds: $37M → $84.6M (+$47.5M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
31% more funds holding
Funds holding: 13 → 17 (+4)
28.18% more ownership
Funds ownership: 98.75% → 126.93% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$18M |
| 2 |
OCM
Ovata Capital Management
Hong Kong
|
+$9.44M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$677K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$212K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$2.23M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$229K |
| 3 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$211K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$109K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$21.4K |
HEQT Hedge Fund Activity: Q3 2022 in Review
17 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q3 2022, worth a combined $84.6M — up 128% from $37M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEQT positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $18M. The largest seller was Smith, Moore & Co, cutting an estimated $2.23M.
- 17 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q3 2022, up from 13 in Q2 2022.
- Funds reported $84.6M of Simplify Hedged Equity ETF stock for Q3 2022, up 128% quarter-over-quarter.
- 6 funds opened new Simplify Hedged Equity ETF positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest Simplify Hedged Equity ETF buyer in Q3 2022 was Financial Enhancement Group, an estimated $18M added.
- The largest Simplify Hedged Equity ETF seller in Q3 2022 was Smith, Moore & Co, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2022.