HEQT
Simplify Hedged Equity ETF
HEQT
29,72
0,22 Bil. AUM
0,5% Expense Ratio
28,87 NAV
Simplify Hedged Equity ETF Profile
About Simplify Hedged Equity ETF
The adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities and applying an option overlay known as a “put/spread collar” strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds (“ETFs”) that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund’s portfolio in underlying ETFs.
- Company
- Simplify
- Holdings
- 11
- CUSIP
- 82889N764
Simplify Hedged Equity ETF Sectors
| Industry | Percentage |
|---|---|
| Technology | 32,30% |
| Financial Servic | 12,63% |
| Healthcare | 11,89% |
| Consumer Cyclica | 10,18% |
| Communication Se | 8,85% |
| Industrials | 7,90% |
| Consumer Defensi | 5,78% |
| Energy | 3,69% |
| Utilities | 2,49% |
| Real Estate | 2,28% |
| Basic Materials | 2,01% |