NYSEARCA:HEQT Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News → Top Project Outperforms BTC in 2023… (From Crypto 101 Media) (Ad) Free HEQT Stock Alerts $26.45 +0.13 (+0.49%) (As of 03/27/2024 ET) Add Compare Share Share Today's Range$26.40▼$26.4750-Day Range$25.36▼$26.5052-Week Range$23.08▼$27.13Volume52,139 shsAverage Volume176,569 shsMarket Capitalization$115.06 millionAssets Under Management$319.60 millionDividend Yield3.36%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$318.32 million Average Daily Volume$0.00 Discount/Premium-0.04% 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 Shares4,350,000Beta0.42 Creation Unit25,000 Creation Fee$500.00 10 "Recession Proof" Stocks That Will Thrive in Any MarketWhich stocks are likely to thrive in today's challenging market? Click the link below and we'll send you MarketBeat's list of ten stocks that will drive in any economic environment.Get This Free Report Ad Crypto 101 MediaTop Project Outperforms BTC in 2023…According to a recently published report… One DeFi protocol boasted gains over 100% during one of the biggest crashes the crypto market has ever seen. And now, this crypto coin is set to soar in the parabolic bull run projected in 2024.Just click here for instant access to the #1 Coin for 2024. Simplify Hedged Equity ETF ExpensesTypeHEQTLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.50%0.51%Other Expenses0.03%0.29%0.54%0.64%0.58%Total Expense0.53%0.63%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.54%-0.69%-0.56%Net Expense0.53%0.61%0.60%0.57%0.58% Simplify Hedged Equity ETF (HEQT) Holdings & ExposureTop 10 HEQT HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 100.60%SPX US 10/20/23 P4310 IndexHolding Weight: 0.41%SPX US 09/15/23 P4210 IndexHolding Weight: 0.14%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.04%SPX US 08/18/23 P3965 IndexHolding Weight: 0.01%SPX US 08/18/23 P3340 IndexHolding Weight: 0.00%SPX US 09/15/23 P3550 IndexHolding Weight: -0.02%SPX US 10/20/23 P3625 IndexHolding Weight: -0.07%SPX US 09/15/23 C4650 IndexHolding Weight: -0.08%SPX US 10/20/23 C4750 IndexHolding Weight: -0.11%HEQT Sector ExposureHEQT Industry ExposureFull Holdings Details Similar ETFsPacer Metaurus US Large Cap Dividend Multiplier 400 ETFNYSEARCA:QDPLProShares UltraPro Short Dow30NYSEARCA:SDOWALPS Equal Sector Weight ETFNYSEARCA:EQLPacer Lunt Large Cap Multi-Factor Alternator ETFNYSEARCA:PALCCastleArk Large Growth ETFNYSEARCA:CARKInstitutional OwnershipARQ Wealth Advisors LLCBought 21,700 shares on 2/27/2024Ownership: 4.502%OLD Mission Capital LLCBought 20,281 shares on 2/15/2024Ownership: 0.466%Citadel Advisors LLCBought 11,750 shares on 2/15/2024Ownership: 0.270%Wolverine Trading LLCBought 10,759 shares on 2/15/2024Ownership: 0.247%Encompass More Asset ManagementBought 9,751 shares on 2/15/2024Ownership: 0.224%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 start of the year. Since then, HEQT stock has increased by 4.7% and is now trading at $26.45. 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 $318.32 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 institutional and retail investors. Top institutional investors include WealthPLAN Partners LLC (12.58%), WealthPlan Investment Management LLC (8.16%), Cetera Advisor Networks LLC (5.71%), ARQ Wealth Advisors LLC (4.50%), Orion Portfolio Solutions LLC (4.02%) and Stratos Wealth Advisors LLC (3.14%). 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 3/28/2024 by MarketBeat.com Staff From Our PartnersTrump’s “Tax Free” Retirement Strategy Gold Safe ExchangeTop Project Outperforms BTC in 2023…Crypto 101 MediaMake This $3 Trade the Instant the Opening Bell RingsMonument Traders AllianceThis AI Trade Machine Made 1,729%* (With 89% Wins)Prosper Trading Academy“The Stock Market’s Bull Run is Far from Over” -BarronsVertical Research AdvisorySHOCKING Footage From Tesla Gigafactory In Austin, TexasInvestorPlaceBuy this small stock before coming AI Tidal WaveChaikin AnalyticsThe 3rd Revolution in WarfareWeiss Ratings 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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