Orion Portfolio Solutions LLC Increases Stake in Simplify Hedged Equity ETF (NYSEARCA:HEQT)

Orion Portfolio Solutions LLC raised its holdings in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQTFree Report) by 20.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 174,942 shares of the company’s stock after acquiring an additional 30,001 shares during the quarter. Orion Portfolio Solutions LLC owned approximately 4.02% of Simplify Hedged Equity ETF worth $4,425,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Private Advisor Group LLC purchased a new stake in Simplify Hedged Equity ETF in the 4th quarter worth approximately $891,000. Atria Wealth Solutions Inc. increased its stake in shares of Simplify Hedged Equity ETF by 55.7% in the fourth quarter. Atria Wealth Solutions Inc. now owns 16,348 shares of the company’s stock worth $413,000 after purchasing an additional 5,846 shares in the last quarter. CWM LLC raised its position in shares of Simplify Hedged Equity ETF by 21.4% during the 4th 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. Stratos Wealth Advisors LLC lifted its stake in shares of Simplify Hedged Equity ETF by 0.7% during 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. Finally, Financial Enhancement Group LLC lifted its stake in shares of Simplify Hedged Equity ETF by 14.7% during the 4th quarter. Financial Enhancement Group LLC now owns 37,446 shares of the company’s stock valued at $947,000 after buying an additional 4,812 shares in the last quarter.

Simplify Hedged Equity ETF Stock Performance

Shares of HEQT stock opened at $27.16 on Monday. The stock has a fifty day simple moving average of $26.47 and a two-hundred day simple moving average of $25.92. The firm has a market capitalization of $160.24 million, a PE ratio of 23.07 and a beta of 0.51. Simplify Hedged Equity ETF has a 52-week low of $23.70 and a 52-week high of $27.35.

Simplify Hedged Equity ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Simplify Hedged Equity ETF (NYSEARCA:HEQT)

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