Simplify Hedged Equity ETF
HEQT
HEQT
68 hedge funds and large institutions have $297M invested in Simplify Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
4.57% more ownership
Funds ownership: 67.82% → 72.39% (+4.6%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
Holders
68
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$9.23M | |
| 2 | +$5.63M | |
| 3 | +$4.86M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.84M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.67M |
Top Sellers
| 1 | -$3.92M | |
| 2 | -$1.98M | |
| 3 | -$1.28M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.24M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$754K |
