WealthPlan Investment Management LLC grew its holdings in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 363,611 shares of the company’s stock after acquiring an additional 4,049 shares during the quarter. WealthPlan Investment Management LLC owned 6.16% of Simplify Hedged Equity ETF worth $10,501,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Northwest Capital Management Inc lifted its stake in Simplify Hedged Equity ETF by 188.7% in the second quarter. Northwest Capital Management Inc now owns 5,318 shares of the company’s stock worth $147,000 after purchasing an additional 3,476 shares during the last quarter. Mather Group LLC. bought a new stake in Simplify Hedged Equity ETF during the 2nd quarter valued at $782,000. Financial Enhancement Group LLC boosted its position in Simplify Hedged Equity ETF by 14.1% during the 2nd quarter. Financial Enhancement Group LLC now owns 32,723 shares of the company’s stock valued at $904,000 after buying an additional 4,040 shares during the period. Harmony Asset Management LLC grew its holdings in Simplify Hedged Equity ETF by 15.3% in the 2nd quarter. Harmony Asset Management LLC now owns 58,322 shares of the company’s stock worth $1,614,000 after acquiring an additional 7,751 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC purchased a new position in shares of Simplify Hedged Equity ETF in the second quarter valued at about $1,846,000.
Simplify Hedged Equity ETF Trading Down 0.0 %
Simplify Hedged Equity ETF stock opened at $29.71 on Tuesday. The firm has a market cap of $175.26 million, a P/E ratio of 23.07 and a beta of 0.51. Simplify Hedged Equity ETF has a 1-year low of $24.64 and a 1-year high of $30.01. The firm has a 50-day moving average of $28.82 and a 200-day moving average of $27.94.
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.
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