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MSFT   420.72 (-0.17%)
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NVDA   903.56 (+0.12%)
NIO   4.50 (-3.64%)
AMD   180.49 (+0.50%)
BABA   72.36 (+1.08%)
T   17.60 (+0.28%)
F   13.28 (+1.68%)
MU   117.89 (-1.14%)
CGC   8.63 (-9.63%)
GE   175.53 (-2.55%)
DIS   122.36 (+1.14%)
AMC   3.72 (-14.29%)
PFE   27.75 (-0.11%)
PYPL   66.99 (+0.63%)
XOM   116.24 (+1.10%)
NYSEARCA:HEQT

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

$26.49
+0.04 (+0.15%)
(As of 04:37 PM ET)
Today's Range
$26.46
$26.51
50-Day Range
$25.36
$26.50
52-Week Range
$23.08
$27.13
Volume
426,485 shs
Average Volume
180,665 shs
Market Capitalization
$115.23 million
Assets Under Management
$319.60 million
Dividend Yield
3.36%
Net Expense Ratio
0.53%

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

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
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
$319.60 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

Miscellaneous

Beta
0.42
Creation Unit
25,000
Creation Fee
$500.00
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Simplify Hedged Equity ETF Expenses

TypeHEQTLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management 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 & Exposure

Top 10 HEQT Holdings

HEQT Sector Exposure

HEQT Industry Exposure


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 the year. Since then, HEQT shares have increased by 4.9% and is now trading at $26.49.
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 $319.60 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 a number of 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

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