Simplify Hedged Equity ETF
HEQT
HEQT
34 hedge funds and large institutions have $86.8M invested in Simplify Hedged Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7.46% less ownership
Funds ownership: 89.18% → 81.72% (-7.5%)
Holders
34
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.88M | |
| 2 | +$3.5M | |
| 3 | +$3.5M | |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$3.32M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$2.84M |
Top Sellers
| 1 | -$10.1M | |
| 2 | -$6.66M | |
| 3 | -$4.34M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$4.06M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.79M |