Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News

ETF Overview

The 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.

Key Stats

• Today's Range: $29.35 to $29.91
• 50-Day Range: $28.90 to $30.22
• 52-Week Range: $25.01 to $30.26
• Volume: 23,793 shs
• Average Volume: 115,400 shs
• Market Capitalization: $175.35 million
• Assets Under Management: $271.43 million
• Dividend Yield: 2.99%
• Net Expense Ratio: 0.53%
• Aggregate Rating: Moderate Buy

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 2024. Since then, HEQT shares have increased by 17.7% and is now trading at $29.72.
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 Private Advisor Group LLC (14.99%), WealthPLAN Partners LLC (9.56%), Keudell Morrison Wealth Management (8.80%) and CWM LLC (7.98%).

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.

What other stocks do shareholders of Simplify Hedged Equity ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Simplify Hedged Equity ETF investors own include JPMorgan Equity Premium Income ETF (JEPI), Simplify Volatility Premium ETF (SVOL), Global X Nasdaq 100 Covered Call ETF (QYLD), Amplify High Income ETF (YYY), Global X S&P 500 Covered Call ETF (XYLD), Invesco QQQ (QQQ) and WisdomTree PutWrite Strategy Fund (PUTW).

Fund Details

• Issuer: Simplify Asset Management
• Fund Name: Simplify Hedged Equity ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:HEQT
• Inception Date: 11/1/2021
• Fund Manager: Paul Kim, David Berns, Michael Green
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: N/A
• Category: Size and Style
• Focus: Large Cap
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 13

Fund Statistics

• Assets Under Management: $271.43 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.09%

Administrator, Advisor and Custodian

• Administrator: The Bank of New York Mellon Corporation
• Advisor: Simplify Asset Management Inc.
• Custodian: The Bank of New York Mellon Corporation
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Wolverine Trading

Options

• Optionable: N/A
• Short Interest: 28,800 shs

Miscellaneous

• Outstanding Shares: 5,900,000
• Beta: 0.51
• Creation Unit: 25,000
• Creation Fee: $500.00