NYSEARCA:HEQT Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) Free HEQT Stock Alerts $26.33 +0.21 (+0.80%) (As of 04/26/2024 ET) Add Compare Share Share Today's Range$26.25▼$26.3350-Day Range$25.78▼$26.5052-Week Range$23.66▼$27.13Volume38,448 shsAverage Volume230,978 shsMarket Capitalization$150.87 millionAssets Under Management$149.34 millionDividend Yield3.38%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$149.34 million Average Daily Volume$0.00 Discount/Premium0.03% 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 Shares5,730,000Beta0.50 Creation Unit25,000 Creation Fee$500.00 The Next 7 Blockbuster Stocks for Growth InvestorsWondering what the next stocks will be that hit it big, with solid fundamentals? Click the link below to learn more about how your portfolio could bloom.Get This Free Report Ad Behind the MarketsBetter than Bitcoin? The Biotech Stock with 46,751% Potential4x Better than Bitcoin Bitcoin would have to go from $68,000 to $314,000 to match the 463% gains we saw with Immunogen in December.Get the name of the stock here >>> 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%0.64%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.55%-0.68%-0.57%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: 99.43%SPX US 06/21/24 P4875 IndexHolding Weight: 0.46%SPX US 07/19/24 P4760 IndexHolding Weight: 0.43%SPX US 05/17/24 P4775 IndexHolding Weight: 0.16%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.13%SPX US 04/19/24 P3820 IndexHolding Weight: 0.00%SPX US 04/19/24 P4540 IndexHolding Weight: 0.00%SPX US 05/17/24 P4020 IndexHolding Weight: -0.01%SPX US 05/17/24 C5310 IndexHolding Weight: -0.04%SPX US 06/21/24 P4110 IndexHolding Weight: -0.06%HEQT Sector ExposureHEQT Industry ExposureFull Holdings Details Similar ETFsDaily Dow Jones Internet Bull 3X SharesNYSEARCA:WEBLXtrackers Russell US Multifactor ETFNYSEARCA:DEUSETC 6 Meridian Low Beta Equity Strategy ETFNYSEARCA:SIXLFundX ETFNYSEARCA:XCORAllianzIM U.S. Large Cap Buffer20 Jul ETFNYSEARCA:JULWInstitutional OwnershipStrategic Blueprint LLCBought 65,388 shares on 4/23/2024Ownership: 1.141%Norden Group LLCBought 189,280 shares on 4/19/2024Ownership: 4.351%Wealth Enhancement Advisory Services LLCBought 83,607 shares on 4/16/2024Ownership: 1.922%Financial Enhancement Group LLCSold 8,763 shares on 4/15/2024Ownership: 0.659%Fortitude Family Office LLCBought 5,311 shares on 4/11/2024Ownership: 0.122%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 shares have increased by 4.2% and is now trading at $26.33. 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 $149.34 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 Norden Group LLC (4.35%), Wealth Enhancement Advisory Services LLC (1.92%), Strategic Blueprint LLC (1.14%), Financial Enhancement Group LLC (0.66%) and Fortitude Family Office LLC (0.12%). 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 4/28/2024 by MarketBeat.com Staff From Our PartnersConflict In Israel Sends Gold Soaring ???? 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