NYSEARCA:HEQT Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News $27.62 +0.18 (+0.66%) (As of 07/26/2024 ET) Add Compare Share Share Today's Range$27.46▼$27.7250-Day Range$26.93▼$28.1552-Week Range$23.70▼$28.22Volume110,246 shsAverage Volume153,774 shsMarket Capitalization$162.96 millionAssets Under Management$174.84 millionDividend Yield3.22%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$174.84 million Average Daily Volume$0.00 Discount/Premium0.01% 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 Options OptionableN/A Short Interest20,100 shs Miscellaneous Outstanding Shares5,900,000Beta0.51 Creation Unit25,000 Creation Fee$500.00 7 Stocks to Buy And Hold ForeverClick the link below and we'll send you MarketBeat's list of seven stocks and why their long-term outlooks are very promising. Get This Free Report Ad Unstoppable Prosperity“Generational Bull Run” IncomingLIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.You can find out what they are by clicking here now. 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%0.50%0.59%0.54%Total Expense0.53%0.63%0.70%0.74%0.71%Fee Waiver0.00%-0.23%-0.54%-0.69%-0.59%Net Expense0.53%0.61%0.60%0.58%0.59% Simplify Hedged Equity ETF (HEQT) Holdings & ExposureTop 10 HEQT HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 99.42%SPX US 10/18/24 P5270 IndexHolding Weight: 0.52%SPX US 09/20/24 P5200 IndexHolding Weight: 0.32%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.23%SPX US 08/16/24 P5045 IndexHolding Weight: 0.07%SPX US 08/16/24 P4250 IndexHolding Weight: -0.01%SPX US 09/20/24 P4380 IndexHolding Weight: -0.05%SPX US 10/18/24 P4440 IndexHolding Weight: -0.10%SPX US 08/16/24 C5620 IndexHolding Weight: -0.11%SPX US 09/20/24 C5775 IndexHolding Weight: -0.11%HEQT Sector ExposureHEQT Industry ExposureFull Holdings Details Similar ETFsT. Rowe Price Equity Income ETFNYSEARCA:TEQIPacer US Large Cap Cash Cows Growth Leaders ETFNASDAQ:COWGDimensional Emerging Markets High Profitability ETFNYSEARCA:DEHPHarbor International Compounders ETFNYSEARCA:OSEAUS Large Cap Vector ETFNYSEARCA:DFVXInstitutional OwnershipKeudell Morrison Wealth ManagementBought 78,110 shares on 7/17/2024Ownership: 8.572%Lionsbridge Wealth Management LLCBought 2,981 shares on 7/15/2024Ownership: 1.629%Dynamic Advisor Solutions LLCBought 66,717 shares on 7/15/2024Ownership: 1.131%CWM LLCBought 42,883 shares on 7/10/2024Ownership: 6.288%Northwest Capital Management IncBought 3,476 shares on 7/9/2024Ownership: 0.090%View All Institutional Transactions HEQT ETF - Frequently Asked Questions How have HEQT shares performed this year? Simplify Hedged Equity ETF's stock was trading at $25.26 at the beginning of the year. Since then, HEQT stock has increased by 9.3% and is now trading at $27.6201. View the best growth stocks for 2024 here. Who are Simplify Hedged Equity ETF's major shareholders? Top institutional investors of Simplify Hedged Equity ETF include Keudell Morrison Wealth Management (8.57%), CWM LLC (6.29%), Lionsbridge Wealth Management LLC (1.63%) and Dynamic Advisor Solutions LLC (1.13%). 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 7/26/2024 by MarketBeat.com Staff From Our Partners625,000% GainImagine swapping your daily coffee expense for a future free of financial worries. 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