Simplify Hedged Equity ETF
HEQT
59 hedge funds and large institutions have $330M invested in Simplify Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
307% more capital invested
Capital invested by funds: $81M → $330M (+$249M)
69% more funds holding
Funds holding: 35 → 59 (+24)
38.75% more ownership
Funds ownership: 64.37% → 103.12% (+39%)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$132M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$22.1M |
| 3 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$11.1M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.49M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$882K |
| 2 |
EH
Equitable Holdings
New York
|
-$641K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$512K |
| 4 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$294K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$272K |
HEQT Hedge Fund Activity: Q1 2024 in Review
59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2024, worth a combined $330M — up 307% from $81M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HEQT positions and 6 closed out — a net gain of 24 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $132M. The largest seller was Cetera Advisor Networks, cutting an estimated $882K.
- 59 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $330M of Simplify Hedged Equity ETF stock for Q1 2024, up 307% quarter-over-quarter.
- 30 funds opened new Simplify Hedged Equity ETF positions in Q1 2024 and 6 closed out, a net change of +24 holders.
- The largest Simplify Hedged Equity ETF buyer in Q1 2024 was 3EDGE Asset Management, an estimated $132M added.
- The largest Simplify Hedged Equity ETF seller in Q1 2024 was Cetera Advisor Networks, an estimated $882K sold.
Based on aggregated 13F filings for Q1 2024.