Simplify Hedged Equity ETF
HEQT
HEQT
35 hedge funds and large institutions have $81M invested in Simplify Hedged Equity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
14.38% less ownership
Funds ownership: 78.75% → 64.37% (-14%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.59M | |
| 2 | +$979K | |
| 3 | +$891K | |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$828K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$759K |
Top Sellers
| 1 | -$9.21M | |
| 2 | -$2.79M | |
| 3 | -$2.7M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.44M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.05M |