NYSEARCA:HEQT Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News → This military-backed stock “owns” AI market (From Porter & Company) (Ad) Free HEQT Stock Alerts $27.07 +0.14 (+0.52%) (As of 05/31/2024 ET) Add Compare Share Share Today's Range$26.79▼$27.0750-Day Range$25.78▼$27.1952-Week Range$23.70▼$27.35Volume18,504 shsAverage Volume186,846 shsMarket Capitalization$159.69 millionAssets Under Management$157.60 millionDividend Yield3.29%Net Expense Ratio0.53% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipRatingsStock AnalysisChartDividendHoldingsOwnershipRatings Get Simplify Hedged Equity ETF alerts: Email Address About Simplify Hedged Equity ETFThe Simplify Hedged Equity ETF (HEQT) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks capital appreciation by investing in ETFs that track the S&P 500 Index, while employing an options collar strategy. Each collar consists of an approximately 5% to 20% out-of-the-money put-spread. HEQT was launched on Nov 1, 2021 and is managed by Simplify.Read More HEQT Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HEQT ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com Receive HEQT Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Simplify Hedged Equity ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerSimplify Asset Management Fund NameSimplify Hedged Equity ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:HEQT Inception Date11/1/2021 Fund ManagerPaul Kim, David Berns, Michael Green WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings13 Fund Statistics Assets Under Management$157.60 million Average Daily Volume$0.00 Discount/Premium-0.01% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorSimplify Asset Management Inc. CustodianThe Bank of New York Mellon Corporation DistributorForeside Fund Services, LLC Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerWolverine Trading Miscellaneous Outstanding Shares5,900,000Beta0.51 Creation Unit25,000 Creation Fee$500.00 Beginner's Guide to Pot Stock InvestingClick the link below and we'll send you MarketBeat's guide to pot stock investing and which pot companies show the most promise. Get This Free Report Ad Porter & CompanyKiss of death from Joe BidenI did not consent. You did not consent. It’s in direct violation of the U.S. Constitution but Biden does not care.I have uncovered a bombshell that changes everything… and threatens everything. Simplify Hedged Equity ETF ExpensesTypeHEQTLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.51%0.51%Other Expenses0.03%0.28%0.54%0.64%0.58%Total Expense0.53%0.63%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.55%-0.68%-0.56%Net Expense0.53%0.61%0.60%0.58%0.58% Simplify Hedged Equity ETF (HEQT) Holdings & ExposureTop 10 HEQT HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 100.66%SPX US 08/16/24 P5045 IndexHolding Weight: 0.22%SPX US 07/19/24 P4760 IndexHolding Weight: 0.06%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.04%SPX US 06/21/24 P4875 IndexHolding Weight: 0.03%SPX US 06/21/24 P4110 IndexHolding Weight: 0.00%SPX US 07/19/24 P4000 IndexHolding Weight: -0.01%SPX US 08/16/24 P4250 IndexHolding Weight: -0.04%SPX US 06/21/24 C5425 IndexHolding Weight: -0.09%SPX US 08/16/24 C5620 IndexHolding Weight: -0.11%HEQT Sector ExposureHEQT Industry ExposureFull Holdings Details Similar ETFsETC 6 Meridian Low Beta Equity Strategy ETFNYSEARCA:SIXLFundX ETFNYSEARCA:XCORDaily Dow Jones Internet Bull 3X SharesNYSEARCA:WEBLAllianzIM U.S. Large Cap Buffer20 Oct ETFNYSEARCA:AZBOXtrackers Russell US Multifactor ETFNYSEARCA:DEUSInstitutional OwnershipCetera Investment AdvisersBought 214,338 shares on 5/24/2024Ownership: 3.633%ARQ Wealth Advisors LLCBought 35,661 shares on 5/23/2024Ownership: 3.923%WealthPlan Investment Management LLCBought 8,914 shares on 5/17/2024Ownership: 6.170%Orion Portfolio Solutions LLCBought 366,768 shares on 5/9/2024Ownership: 9.182%WealthPLAN Partners LLCSold 5,365 shares on 5/7/2024Ownership: 9.458%View All Institutional Transactions HEQT ETF - Frequently Asked Questions How have HEQT shares performed in 2024? Simplify Hedged Equity ETF's stock was trading at $25.26 at the beginning of 2024. Since then, HEQT stock has increased by 7.1% and is now trading at $27.0656. View the best growth stocks for 2024 here. What does HEQT invest in? Simplify Hedged Equity ETF is a equity fund issued by Simplify Asset Management. HEQT focuses on large cap investments. The fund's investments total to approximately $157.60 million assets under management. What stocks does Simplify Hedged Equity ETF hold? HEQT invests in 13 holdings. Some of the stocks in their portfolio include iShares Core S&P 500 ETF (IVV) and Pathward Financial (CASH). What is the management fee for Simplify Hedged Equity ETF? Simplify Hedged Equity ETF's management fee is 0.50% and has other expenses of 0.03%. The net expense ratio for HEQT is 0.53%. Who are Simplify Hedged Equity ETF's major shareholders? Simplify Hedged Equity ETF's stock is owned by many different retail and institutional investors. Top institutional investors include WealthPLAN Partners LLC (9.46%), Orion Portfolio Solutions LLC (9.18%), Keudell Morrison Wealth Management (7.46%), WealthPlan Investment Management LLC (6.17%), ARQ Wealth Advisors LLC (3.92%) and Cetera Investment Advisers (3.63%). How do I buy shares of Simplify Hedged Equity ETF? Shares of HEQT stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:HEQT) was last updated on 6/1/2024 by MarketBeat.com Staff From Our PartnersDems have chosen Biden replacement?Paradigm PressTrump’s Gift Could Unleash $51 Billion in New WealthWealthpin ProShocking: One AI startup's revenue could surge 4,735%Manward PressMust-See: Elon’s New Invention is Absolutely InsaneInvestorPlaceBill Clinton Backing Biden Replacement???The Freeport SocietyNvidia has Apple and Microsoft within striking rangeWeiss Ratings“This will be one of the biggest revolutions ever.” - NVIDIA CEOBehind the MarketsExposed: 10 CENT Crypto to Explode May 20th?True Market Insiders Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Simplify Hedged Equity ETF Please log in to your account or sign up in order to add this asset to your watchlist. 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