HEQT stock icon

Simplify Hedged Equity ETF
HEQT

$27.60
1.2%

Market Cap: $210M

0
Funds holding %
of 6,686 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

15.62% less ownership

Funds ownership: 96.86% [Q1] → 81.24% (-15.62%) [Q2]

26% less funds holding

Funds holding: 57 [Q1] → 42 (-15) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

57% less capital invested

Capital invested by funds: $310M [Q1] → $132M (-$178M) [Q2]

71% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 21

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Research analyst outlook

We haven’t received any recent analyst ratings for HEQT.

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Financial journalist opinion

Negative
Seeking Alpha
3 weeks ago
HEQT: Extended Markets Warrant A Hedge
HEQT ETF provides conservative investors with equity exposure while limiting downside risks through put-spread collars. The fund has delivered a solid 17% in total returns since October. Although HEQT has underperformed the S&P 500, this is to be expected. With market valuations at extended levels, I believe conservative investors should look at alternatives like HEQT to protect their portfolios against market drawdowns.
HEQT: Extended Markets Warrant A Hedge
Negative
Zacks Investment Research
4 weeks ago
Low-Beta ETFs to Buy Amid Market Turmoil
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
Low-Beta ETFs to Buy Amid Market Turmoil
Negative
Zacks Investment Research
1 month ago
5 ETFs to Bet On Amid Tech-Driven Market Sell-Off
Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.
5 ETFs to Bet On Amid Tech-Driven Market Sell-Off
Neutral
Zacks Investment Research
1 month ago
Volatility Hedged ETF (HEQT) Hits New 52-Week High
For investors seeking momentum, Simplify Hedged Equity ETF HEQT is probably on the radar. The fund just hit a 52-week high and is up about 18% from its 52-week low price of $23.70/share.
Volatility Hedged ETF (HEQT) Hits New 52-Week High
Positive
Seeking Alpha
3 months ago
HEQT: Good Timing For A Hedged Play That's Different
Simplify Hedged Equity ETF offers a unique and innovative way to hedge equities and mitigate downside risk. The HEQT ETF combines long equity positions with options strategies to provide a cushion against market volatility. The fund's sector composition closely mirrors that of the S&P 500, allowing it to capture growth potential while maintaining a diversified portfolio.
HEQT: Good Timing For A Hedged Play That's Different
Neutral
Business Wire
8 months ago
Simplify Provides Estimated Capital Gain Distribution Information for 2023
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Simplify Provides Estimated Capital Gain Distribution Information for 2023
Positive
Seeking Alpha
8 months ago
HEQT: A Smart Way To Buy Equities In Today's Market
Equities have performed well in 2023 despite pessimistic expectations, thanks to the AI revolution and mega-cap tech stocks. The Simplify Hedged Equity ETF uses an innovative put-spread collar strategy to reduce volatility and downside risk for investors. With stretched valuations and uncertainty for 2024, cautious retail investors may find HEQT a smart way to buy equities compared to SPY.
HEQT: A Smart Way To Buy Equities In Today's Market
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