Simplify Hedged Equity ETF
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.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
49% more capital invested
Capital invested by funds: $199M → $297M (+$97.6M)
48% more funds holding
Funds holding: 46 → 68 (+22)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$9.57M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$5.84M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$5.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.01M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.06M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2M |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.33M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$781K |
HEQT Hedge Fund Activity: Q1 2025 in Review
68 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2025, worth a combined $297M — up 49% from $199M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HEQT positions and 2 closed out — a net gain of 22 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Keudell/Morrison Wealth Management, adding an estimated $9.57M. The largest seller was WealthPlan Investment Management, cutting an estimated $4.06M.
- 68 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2025, up from 46 in Q4 2024.
- Funds reported $297M of Simplify Hedged Equity ETF stock for Q1 2025, up 49% quarter-over-quarter.
- 24 funds opened new Simplify Hedged Equity ETF positions in Q1 2025 and 2 closed out, a net change of +22 holders.
- The largest Simplify Hedged Equity ETF buyer in Q1 2025 was Keudell/Morrison Wealth Management, an estimated $9.57M added.
- The largest Simplify Hedged Equity ETF seller in Q1 2025 was WealthPlan Investment Management, an estimated $4.06M sold.
Based on aggregated 13F filings for Q1 2025.