Simplify Hedged Equity ETFHEQT
HEQT
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
25% more funds holding
Funds holding: 36 [Q3] → 45 (+9) [Q4]
21% more capital invested
Capital invested by funds: $165M [Q3] → $199M (+$33.9M) [Q4]
8.55% less ownership
Funds ownership: 76.26% [Q3] → 67.71% (-8.55%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for HEQT.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT
CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
Negative
Zacks Investment Research
1 week ago
Low-Beta ETFs to Hedge Against Trade War Risks
Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.
Positive
Seeking Alpha
2 months ago
HEQT: Very Robust 2024, But Equities Are Now Expensive (Rating Downgrade)
HEQT, a collar strategy ETF, delivered a 20% return in the past year but is now rated 'Hold' due to high S&P 500 P/E ratios. Collar funds like HEQT hedge the downside by selling call options and buying put spreads, capturing 60%-80% of the index's upside and minimizing losses during downturns. HEQT's laddered rolling collar strategy outperforms peers like PJAN in up markets but carries a higher risk and reward.
Neutral
Business Wire
3 months 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
6 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
7 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
7 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
7 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
9 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.
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