Simplify Hedged Equity ETFHEQT
HEQT
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 3 (+2) [Q3]
25% more capital invested
Capital invested by funds: $132M [Q2] → $165M (+$32.4M) [Q3]
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
5.03% less ownership
Funds ownership: 81.24% [Q2] → 76.22% (-5.03%) [Q3]
14% less funds holding
Funds holding: 42 [Q2] → 36 (-6) [Q3]
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Research analyst outlook
We haven’t received any recent analyst ratings for HEQT.
Financial journalist opinion
Neutral
Business Wire
3 weeks ago
Simplify Provides Estimated Capital Gain Distribution Information for 2024
NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.
Negative
Seeking Alpha
4 months 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.
Negative
Zacks Investment Research
4 months 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.
Negative
Zacks Investment Research
4 months 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.
Neutral
Zacks Investment Research
4 months 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.
Positive
Seeking Alpha
7 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.
Neutral
Business Wire
1 year 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.
Positive
Seeking Alpha
1 year 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.
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