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Simplify Hedged Equity ETF (HEQT): ETF

ETF traded on ARCX under symbol HEQT. Quoted in usd.

Simplify Hedged Equity ETF logo

Simplify Hedged Equity ETF

-0.03%$33.53
ARCX:HEQTEquity
AUM $303.65M·YTD --·Yield --
Simplify Hedged Equity ETF logoARCX:HEQT$33.53-0.03%
About HEQT

The Simplify Hedged Equity ETF (HEQT) is engineered to generate long-term capital growth by focusing its investments on major U.S. companies. Simultaneously, it employs a sophisticated strategy of put-spread collars. These options contracts are specifically structured to provide a protective layer for its equity exposure, thereby dampening market fluctuations and mitigating overall risk. This blending of equity investments with put-spread collars has emerged as a favored technique for constructing more stable and risk-aware equity portfolios. Such an approach enables participation in potential market rallies while establishing safeguards against significant downturns. HEQT further refines this strategy by implementing a rolling series of these collars, with expirations staggered across three consecutive months. This systematic, laddered approach aims to make the fund's hedged equity experience more robust and less susceptible to the timing impact of rebalancing decisions.

Largest holdings

  1. IVV ISHARES CORE S+P 500 ETF98.43%
  2. SPX US 01/15/27 P7330 Index0.92%
  3. SPX US 12/18/26 P7260 Index0.67%
  4. SPX US 11/20/26 P7275 Index0.39%
  5. Cash0.03%
  6. SPX US 11/20/26 C8030 Index-0.00%
  7. SPX US 12/18/26 C8020 Index-0.03%
  8. SPX US 11/20/26 P6125 Index-0.03%
  9. SPX US 01/15/27 C8110 Index-0.06%
  10. SPX US 12/18/26 P6100 Index-0.11%
Full holdings, sectors and countries
Dividend History
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Total Invested
$70,000
Final Portfolio
$110,226
Total Return
+$40,226
(+57.5%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$303.65M
NAV$33.55
Premium/Discount-0.06%
Expense Ratio0.48%
Market Cap--
Shares Outstanding--
Inception DateNov. 1, 2021
Fund Details
IssuerSimplify
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$30.72$34.98
Current: $33.53
Volume
Volume85.01K
Avg Volume64.48K
Vol/Avg1.32x

30d

76.12K

60d

82.28K

90d

68.18K

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