Simplify Hedged Equity ETF
HEQT
87 hedge funds and large institutions have $198M invested in Simplify Hedged Equity ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 10 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 88 → 87 (-1)
6.99% less ownership
Funds ownership: 69.53% → 62.54% (-7%)
11% less capital invested
Capital invested by funds: $223M → $198M (-$24.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.84M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.63M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.74M |
| 5 |
Rockefeller Capital Management
New York
|
+$889K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.58M |
| 2 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$3.54M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$2.85M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.53M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.36M |
HEQT Hedge Fund Activity: Q2 2026 in Review
87 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Simplify Hedged Equity ETF (HEQT) for Q2 2026, worth a combined $198M — down 11% from $223M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HEQT positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $5.3M. The largest seller was LPL Financial, cutting an estimated $3.58M.
- 87 institutional investors held Simplify Hedged Equity ETF (HEQT) as of Q2 2026, down from 88 in Q1 2026.
- Funds reported $198M of Simplify Hedged Equity ETF stock for Q2 2026, down 11% quarter-over-quarter.
- 12 funds opened new Simplify Hedged Equity ETF positions in Q2 2026 and 10 closed out, a net change of +2 holders.
- The largest Simplify Hedged Equity ETF buyer in Q2 2026 was Private Advisor Group, an estimated $5.3M added.
- The largest Simplify Hedged Equity ETF seller in Q2 2026 was LPL Financial, an estimated $3.58M sold.
Based on aggregated 13F filings for Q2 2026.