Simplify Hedged Equity ETF
HEQT
46 hedge funds and large institutions have $199M invested in Simplify Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more funds holding
Funds holding: 36 → 46 (+10)
21% more capital invested
Capital invested by funds: $165M → $199M (+$34.4M)
8.4% less ownership
Funds ownership: 76.22% → 67.82% (-8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.2M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$6.98M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.86M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$11.1M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.54M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.33M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.37M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$883K |
HEQT Hedge Fund Activity: Q4 2024 in Review
46 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q4 2024, worth a combined $199M — up 21% from $165M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HEQT positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.2M. The largest seller was Financial Enhancement Group, cutting an estimated $11.1M.
- 46 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q4 2024, up from 36 in Q3 2024.
- Funds reported $199M of Simplify Hedged Equity ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 14 funds opened new Simplify Hedged Equity ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
- The largest Simplify Hedged Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $21.2M added.
- The largest Simplify Hedged Equity ETF seller in Q4 2024 was Financial Enhancement Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2024.