Simplify Hedged Equity ETF
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.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
9% more funds holding
Funds holding: 32 → 35 (+3)
7% less capital invested
Capital invested by funds: $86.9M → $81M (-$5.9M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$1.57M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$966K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$878K |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$816K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$8.87M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$2.79M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.7M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.42M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.03M |
HEQT Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q4 2023, worth a combined $81M — down 6.8% from $86.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEQT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Lionsbridge Wealth Management, adding an estimated $1.57M. The largest seller was Ameritas Advisory Services, cutting an estimated $8.87M.
- 35 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $81M of Simplify Hedged Equity ETF stock for Q4 2023, down 6.8% quarter-over-quarter.
- 8 funds opened new Simplify Hedged Equity ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest Simplify Hedged Equity ETF buyer in Q4 2023 was Lionsbridge Wealth Management, an estimated $1.57M added.
- The largest Simplify Hedged Equity ETF seller in Q4 2023 was Ameritas Advisory Services, an estimated $8.87M sold.
Based on aggregated 13F filings for Q4 2023.