Simplify Hedged Equity ETF
HEQT
88 hedge funds and large institutions have $223M invested in Simplify Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
7% more funds holding
Funds holding: 82 → 88 (+6)
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
5.5% less ownership
Funds ownership: 75.03% → 69.53% (-5.5%)
10% less capital invested
Capital invested by funds: $248M → $223M (-$25.8M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.31M |
| 2 |
TAP
TSG Advice Partners
Columbus,
Ohio
|
+$5.97M |
| 3 |
Rockefeller Capital Management
New York
|
+$5.29M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.32M |
| 5 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$18.8M |
| 2 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$16.6M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$5.49M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.5M |
HEQT Hedge Fund Activity: Q1 2026 in Review
88 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q1 2026, worth a combined $223M — down 10% from $248M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HEQT positions and 8 closed out — a net gain of 8 holders — while 29 added to existing stakes and 28 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.31M. The largest seller was Private Advisor Group, cutting an estimated $18.8M.
- 88 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q1 2026, up from 82 in Q4 2025.
- Funds reported $223M of Simplify Hedged Equity ETF stock for Q1 2026, down 10% quarter-over-quarter.
- 16 funds opened new Simplify Hedged Equity ETF positions in Q1 2026 and 8 closed out, a net change of +8 holders.
- The largest Simplify Hedged Equity ETF buyer in Q1 2026 was Brinker Capital Investments, an estimated $9.31M added.
- The largest Simplify Hedged Equity ETF seller in Q1 2026 was Private Advisor Group, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2026.