Simplify Hedged Equity ETF
HEQT
HEQT
42 hedge funds and large institutions have $132M invested in Simplify Hedged Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
60% less capital invested
Capital invested by funds: $330M → $132M (-$198M)
73% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 22
Holders
42
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.56M | |
| 2 | +$5.51M | |
| 3 | +$2.16M | |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.85M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.32M |
Top Sellers
| 1 | -$135M | |
| 2 | -$22.7M | |
| 3 | -$14.3M | |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$14.3M |
| 5 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$4.79M |