NYSEARCA:HEQT Simplify Hedged Equity ETF (HEQT) Price, Holdings, & News → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) Free HEQT Stock Alerts $26.80 +0.01 (+0.04%) (As of 05/13/2024 ET) Add Compare Share Share Today's Range$26.76▼$26.8850-Day Range$25.78▼$26.8052-Week Range$23.70▼$27.13Volume15,116 shsAverage Volume208,231 shsMarket Capitalization$158.10 millionAssets Under Management$157.80 millionDividend Yield3.32%Net Expense Ratio0.53% Stock AnalysisStock AnalysisChartDividendHoldingsOwnershipRatingsStock AnalysisChartDividendHoldingsOwnershipRatings Get Simplify Hedged Equity ETF alerts: Email Address About Simplify Hedged Equity ETFThe 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.Read More HEQT Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HEQT ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com Receive HEQT Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Simplify Hedged Equity ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerSimplify Asset Management Fund NameSimplify Hedged Equity ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:HEQT Inception Date11/1/2021 Fund ManagerPaul Kim, David Berns, Michael Green WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings13 Fund Statistics Assets Under Management$157.80 million Average Daily Volume$0.00 Discount/Premium-0.01% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorSimplify Asset Management Inc. CustodianThe Bank of New York Mellon Corporation DistributorForeside Fund Services, LLC Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerWolverine Trading Miscellaneous Outstanding Shares5,900,000Beta0.51 Creation Unit25,000 Creation Fee$500.00 10 "Recession Proof" Stocks That Will Thrive in Any MarketWhich stocks are likely to thrive in today's challenging market? Click the link below and we'll send you MarketBeat's list of ten stocks that will drive in any economic environment.Get This Free Report Ad Porter & CompanyGuard Against the Coming Financial UpheavalAmerica’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.You can stream it for free right here. Simplify Hedged Equity ETF ExpensesTypeHEQTLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement 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%-0.55%-0.68%-0.57%Net Expense0.53%0.61%0.60%0.58%0.58% Simplify Hedged Equity ETF (HEQT) Holdings & ExposureTop 10 HEQT HoldingsiShares Core S&P 500 ETF(NYSEARCA:IVV)Holding Weight: 100.30%Pathward Financial(NASDAQ:CASH)Holding Weight: 0.16%SPX US 07/19/24 P4760 IndexHolding Weight: 0.12%SPX US 06/21/24 P4875 IndexHolding Weight: 0.09%SPX US 05/17/24 P4775 IndexHolding Weight: 0.01%SPX US 05/17/24 P4020 IndexHolding Weight: 0.00%SPX US 06/21/24 P4110 IndexHolding Weight: -0.01%SPX US 05/17/24 C5310 IndexHolding Weight: -0.03%SPX US 07/19/24 P4000 IndexHolding Weight: -0.03%SPX US 06/21/24 C5425 IndexHolding Weight: -0.09%HEQT Sector ExposureHEQT Industry ExposureFull Holdings Details Similar ETFsETC 6 Meridian Low Beta Equity Strategy ETFNYSEARCA:SIXLBrandywineGLOBALDynamic US Large Cap Value ETFNASDAQ:DVALAllianzIM U.S. Large Cap Buffer20 Oct ETFNYSEARCA:AZBOFundX ETFNYSEARCA:XCOREA Bridgeway Blue Chip ETFNYSEARCA:BBLUInstitutional OwnershipOrion Portfolio Solutions LLCBought 366,768 shares on 5/9/2024Ownership: 9.182%WealthPLAN Partners LLCSold 5,365 shares on 5/7/2024Ownership: 9.458%Keudell Morrison Wealth ManagementBought 427,636 shares on 5/7/2024Ownership: 7.463%Prosperity Consulting Group LLCBought 127,712 shares on 5/1/2024Ownership: 2.229%Diversify Advisory Services LLCBought 29,084 shares on 5/1/2024Ownership: 0.508%View All Institutional Transactions 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 start of the year. Since then, HEQT shares have increased by 6.1% and is now trading at $26.7968. 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 $157.80 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 shareholders include WealthPLAN Partners LLC (9.46%), Orion Portfolio Solutions LLC (9.18%), Keudell Morrison Wealth Management (7.46%), Commonwealth Equity Services LLC (3.55%), Norden Group LLC (4.35%) and Prosperity Consulting Group LLC (2.23%). 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 5/14/2024 by MarketBeat.com Staff From Our PartnersGuard Against the Coming Financial UpheavalPorter & CompanyElon’s New Device is About to Shock the WorldInvestorPlaceConflict In Israel Sends Gold Soaring ???? Here’s How To Get Your ShareColonial MetalsTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaForget Bitcoin. 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