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Simplify Hedged Equity ETF
HEQT

36 hedge funds and large institutions have $165M invested in Simplify Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $132M → $165M (+$32.4M)

5.02% less ownership

Funds ownership: 81.24% → 76.22% (-5%)

14% less funds holding

Funds holding: 42 → 36 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
2
Increased
18
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$18M
2
FEG
Financial Enhancement Group
Indiana
+$11.3M
3
UBS Group
UBS Group
Switzerland
+$3.75M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.8M
5
LPL Financial
LPL Financial
California
+$1.48M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.97M
2
AAS
Ameritas Advisory Services
Nebraska
-$2.78M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.51M
4
MG
Mather Group
Illinois
-$782K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$25.5M +$18M +643,625 +267%
WP
2
WealthPLAN Partners
Nebraska
$16.3M +$525K +18,748 +3%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$15M +$380K +13,580 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$2.8M +99,908 +27%
LPL Financial
5
LPL Financial
California
$10.6M +$1.48M +52,691 +17%
WIM
6
WealthPlan Investment Management
Nebraska
$10.5M +$113K +4,049 +1%
FEG
7
Financial Enhancement Group
Indiana
$10.4M +$11.3M +403,195 +1,232%
AAS
8
Ameritas Advisory Services
Nebraska
$9.39M -$2.78M -99,426 -23%
AWA
9
ARQ Wealth Advisors
Arizona
$6.82M +$87.2K +3,114 +1%
SMC
10
Smith, Moore & Co
Missouri
$5.8M -$50.4K -1,798 -0.9%
SPIA
11
Steward Partners Investment Advisory
New York
$5.08M +$33.9K +1,211 +0.7%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.93M -$1.51M -54,024 -24%
SWA
13
Stratos Wealth Advisors
Ohio
$4.54M +$219K +7,829 +5%
UBS Group
14
UBS Group
Switzerland
$4.17M +$3.75M +133,882 +1,278%
LWM
15
Lionsbridge Wealth Management
Florida
$3.61M +$804K +28,692 +30%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.88M -$342K -12,209 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.44M -$435K -15,545 -16%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.33M +$396K +14,128 +21%
HAM
19
Harmony Asset Management
Arizona
$2.22M +$521K +18,605 +32%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.59M -$517K -18,444 -25%
PWA
21
Peterson Wealth Advisors
Utah
$1.09M -$94.4K -3,370 -8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$912K -$22.1K -788 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$900K -$4.97M -177,462 -85%
Mariner
24
Mariner
Kansas
$812K -$469K -16,731 -37%
PA
25
PFG Advisors
Arizona
$715K +$135K +4,830 +24%
1
2

HEQT Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q3 2024, worth a combined $165M — up 25% from $132M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HEQT and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Private Advisor Group, adding an estimated $18M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.97M.

  • 36 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $165M of Simplify Hedged Equity ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 2 funds opened new Simplify Hedged Equity ETF positions in Q3 2024 and 8 closed out, a net change of -6 holders.
  • The largest Simplify Hedged Equity ETF buyer in Q3 2024 was Private Advisor Group, an estimated $18M added.
  • The largest Simplify Hedged Equity ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2024.