Baer Investment Advisory LLC bought a new stake in shares of Simplify Hedged Equity ETF (NYSEARCA:HEQT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 107,551 shares of the company’s stock, valued at approximately $3,388,000. Baer Investment Advisory LLC owned about 1.10% of Simplify Hedged Equity ETF as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. US Bancorp DE bought a new stake in shares of Simplify Hedged Equity ETF in the 3rd quarter worth about $42,000. Kestra Advisory Services LLC purchased a new position in shares of Simplify Hedged Equity ETF during the fourth quarter valued at approximately $50,000. Advisors Preferred LLC purchased a new position in shares of Simplify Hedged Equity ETF during the fourth quarter valued at approximately $112,000. JPMorgan Chase & Co. grew its stake in shares of Simplify Hedged Equity ETF by 26.9% during the third quarter. JPMorgan Chase & Co. now owns 4,339 shares of the company’s stock valued at $136,000 after buying an additional 921 shares during the last quarter. Finally, Chatterton & Associates Inc. purchased a new stake in shares of Simplify Hedged Equity ETF in the fourth quarter worth approximately $222,000.
Simplify Hedged Equity ETF Stock Performance
Shares of NYSEARCA HEQT opened at $33.47 on Friday. Simplify Hedged Equity ETF has a fifty-two week low of $30.01 and a fifty-two week high of $33.64. The company has a market cap of $313.95 million, a price-to-earnings ratio of 25.09 and a beta of 0.47. The business’s 50 day moving average price is $33.26 and its 200-day moving average price is $32.52.
Simplify Hedged Equity ETF Company 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. HEQT was launched on Nov 1, 2021 and is managed by Simplify.
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