Simplify Hedged Equity ETF
HEQT
21 hedge funds and large institutions have $106M invested in Simplify Hedged Equity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $84.6M → $106M (+$21.2M)
24% more funds holding
Funds holding: 17 → 21 (+4)
28.53% less ownership
Funds ownership: 126.93% → 98.41% (-29%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$18M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$9.66M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$6.84M |
| 4 |
JP Morgan Chase
New York
|
+$3.3M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Ovata Capital Management
Hong Kong
|
-$18.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$12M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$9.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.93M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$335K |
HEQT Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q4 2022, worth a combined $106M — up 25% from $84.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HEQT positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $18M. The largest seller was Ovata Capital Management, exiting entirely with an estimated $18.1M sold.
- 21 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $106M of Simplify Hedged Equity ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 7 funds opened new Simplify Hedged Equity ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
- The largest Simplify Hedged Equity ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $18M added.
- The largest Simplify Hedged Equity ETF seller in Q4 2022 was Ovata Capital Management, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2022.