How have HEQT shares performed in 2024?

Simplify Hedged Equity ETF's stock was trading at $25.26 at the beginning of 2024. Since then, HEQT stock has increased by 2.1% and is now trading at $25.7810. 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 $148.58 million assets under management.

What stocks does Simplify Hedged Equity ETF hold?

HEQT invests in 15 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 a number of institutional and retail investors. Top institutional investors include Norden Group LLC (4.35%), Wealth Enhancement Advisory Services LLC (1.92%), 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 .

NYSEARCA:HEQT

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

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Free HEQT Stock Alerts

$25.78

-0.18 (-0.69%)

(As of 04/19/2024 ET)

Compare

Today's Range: $25.77
▼
$25.95
50-Day Range: $25.78
▼
$26.50
52-Week Range: $23.64
▼
$27.13

Volume: 34,102 shs
Average Volume: 243,489 shs
Market Capitalization: $112.15 million

Assets Under Management: $148.58 million
Dividend Yield: 3.45%
Net Expense Ratio: 0.53%

Stock Analysis Chart Dividend Holdings Ownership Ratings

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About Simplify Hedged Equity ETF

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.

HEQT Stock Price History

30 days | 90 days | 365 days | Advanced Chart

HEQT ETF News Headlines

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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: 15

Fund Statistics

Assets Under Management: $148.58 million
Average Daily Volume: $0.00
Discount/Premium: 0.01%

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

Miscellaneous

Outstanding Shares: 4,350,000
Beta: 0.42
Creation Unit: 25,000
Creation Fee: $500.00

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Simplify Hedged Equity ETF Expenses

Type	HEQT	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.50%	0.57%	0.54%	0.50%	0.51%
Other Expenses	0.03%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.53%	0.64%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.53%	0.61%	0.60%	0.58%	0.58%

Simplify Hedged Equity ETF (HEQT) Holdings & Exposure

Top 10 HEQT Holdings

iShares Core S&P 500 ETF(NYSEARCA:IVV)
Holding Weight: 100.60%
SPX US 10/20/23 P4310 Index
Holding Weight: 0.41%
SPX US 09/15/23 P4210 Index
Holding Weight: 0.14%
Pathward Financial(NASDAQ:CASH)
Holding Weight: 0.04%
SPX US 08/18/23 P3965 Index
Holding Weight: 0.01%
SPX US 08/18/23 P3340 Index
Holding Weight: 0.00%
SPX US 09/15/23 P3550 Index
Holding Weight: -0.02%
SPX US 10/20/23 P3625 Index
Holding Weight: -0.07%
SPX US 09/15/23 C4650 Index
Holding Weight: -0.08%
SPX US 10/20/23 C4750 Index
Holding Weight: -0.11%

HEQT Sector Exposure

HEQT Industry Exposure

Full Holdings Details

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Institutional Ownership

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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 beginning of 2024. Since then, HEQT stock has increased by 2.1% and is now trading at $25.7810.
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 $148.58 million assets under management.
What stocks does Simplify Hedged Equity ETF hold?: HEQT invests in 15 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 a number of institutional and retail investors. Top institutional investors include Norden Group LLC (4.35%), Wealth Enhancement Advisory Services LLC (1.92%), 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 4/19/2024 by MarketBeat.com Staff

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