Simplify Hedged Equity ETF (NYSEARCA:HEQT) Shares Acquired by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. raised its stake in Simplify Hedged Equity ETF (NYSEARCA:HEQT) by 55.7% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 16,348 shares of the company’s stock after buying an additional 5,846 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Simplify Hedged Equity ETF were worth $413,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Peterson Wealth Advisors LLC acquired a new stake in Simplify Hedged Equity ETF in the 4th quarter valued at approximately $828,000. CWM LLC increased its holdings in shares of Simplify Hedged Equity ETF by 21.4% during the fourth quarter. CWM LLC now owns 35,733 shares of the company’s stock valued at $903,000 after purchasing an additional 6,295 shares during the period. Financial Enhancement Group LLC raised its stake in shares of Simplify Hedged Equity ETF by 14.7% during the fourth quarter. Financial Enhancement Group LLC now owns 37,446 shares of the company’s stock valued at $947,000 after purchasing an additional 4,812 shares in the last quarter. Lionsbridge Wealth Management LLC lifted its holdings in Simplify Hedged Equity ETF by 208.0% in the fourth quarter. Lionsbridge Wealth Management LLC now owns 93,253 shares of the company’s stock worth $2,356,000 after purchasing an additional 62,978 shares during the period. Finally, Stratos Wealth Advisors LLC grew its position in Simplify Hedged Equity ETF by 0.7% in the 4th quarter. Stratos Wealth Advisors LLC now owns 136,562 shares of the company’s stock valued at $3,450,000 after buying an additional 997 shares in the last quarter.

Simplify Hedged Equity ETF Trading Up 0.7 %

Shares of NYSEARCA:HEQT opened at $26.59 on Tuesday. The company has a 50 day moving average of $26.26 and a 200-day moving average of $25.64. The firm has a market cap of $152.33 million, a P/E ratio of 22.38 and a beta of 0.50. Simplify Hedged Equity ETF has a twelve month low of $23.70 and a twelve month high of $27.13.

Simplify Hedged Equity ETF Profile

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.