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NYSEARCA:HEQT

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

$28.56 +0.08 (+0.29%)
As of 03:38 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

About Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Key Stats

Today's Range
$28.29
$28.55
50-Day Range
$28.48
$30.52
52-Week Range
$25.77
$30.53
Volume
67,481 shs
Average Volume
107,008 shs
Market Capitalization
$399.90 million
Assets Under Management
$411.73 million
Dividend Yield
1.33%
Net Expense Ratio
0.53%
Aggregate Rating
Moderate Buy

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.

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Simplify Hedged Equity ETF Expenses

TypeHEQTLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.50%0.59%0.56%0.51%0.53%
Other Expenses0.03%0.30%0.49%0.57%0.52%
Total Expense0.53%0.65%0.72%0.73%0.71%
Fee Waiver0.00%-0.24%-0.50%-0.66%-0.55%
Net Expense0.53%0.63%0.63%0.58%0.60%
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HEQT ETF News Headlines

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HEQT ETF - Frequently Asked Questions

Simplify Hedged Equity ETF's stock was trading at $29.48 at the beginning of the year. Since then, HEQT stock has decreased by 3.1% and is now trading at $28.5640.
View the best growth stocks for 2025 here
.

Simplify Hedged Equity ETF's top institutional investors include LPL Financial LLC (18.42%), Private Advisor Group LLC (11.81%), WealthPlan Investment Management LLC (10.17%) and WealthPLAN Partners LLC (9.06%).

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.

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
$411.73 million
Average Daily Volume
$0.00
Discount/Premium
0.02%

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
47,600 shs

Miscellaneous

Beta
0.49
Creation Unit
25,000
Creation Fee
$500.00
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Top 10 HEQT Holdings

  • iShares Core S&P 500 ETF (NYSEARCA:IVV)
    Holding Weight: 98.06%
  • SPX US 05/16/25 P5800 Index
    Holding Weight: 1.15%
  • SPX US 04/17/25 P5650 Index
    Holding Weight: 0.56%
  • SPX US 06/20/25 P5375 Index
    Holding Weight: 0.53%
  • Pathward Financial (NASDAQ:CASH)
    Holding Weight: 0.40%
  • SPX US 04/17/25 C6230 Index
    Holding Weight: 0.00%
  • SPX US 05/16/25 C6400 Index
    Holding Weight: -0.01%
  • SPX US 04/17/25 P4750 Index
    Holding Weight: -0.03%
  • SPX US 05/16/25 P4875 Index
    Holding Weight: -0.10%
  • SPX US 06/20/25 P4525 Index
    Holding Weight: -0.10%

HEQT Sector Exposure

HEQT Industry Exposure


This page (NYSEARCA:HEQT) was last updated on 3/31/2025 by MarketBeat.com Staff
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