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Simplify Hedged Equity (HEQT) ETF Holdings & Analysis
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What HEQT does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| ISHARES CORE S+P 500 ETF | 98.51% | |
| SPX US 01/15/27 P7330 Index | 0.40% | |
| SPX US 01/15/27 C8110 Index | 0.28% | |
| SPX US 12/18/26 P7260 Index | 0.24% | |
| SPX US 12/18/26 C8020 Index | 0.22% | |
| SPX US 11/20/26 P7275 Index | 0.10% | |
| SPX US 01/15/27 P6175 Index | 0.10% | |
| SPX US 11/20/26 C8030 Index | 0.06% | |
| SPX US 12/18/26 P6100 Index | 0.05% | |
| Cash | 0.03% |
Sector allocation
| Technology | 40.45% |
| Financial Services | 11.20% |
| Communication Services | 9.95% |
| Healthcare | 9.26% |
| Consumer Cyclical | 8.74% |
| Industrials | 7.54% |
| Consumer Defensive | 4.33% |
| Energy | 3.40% |
| Utilities | 1.88% |
| Real Estate | 1.70% |
| Basic Materials | 1.56% |
Geographic allocation
| United States | 99.58% |
| Other | 0.42% |
PortView Portfolio Insights
PortView analyzes how HEQT fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does HEQT track?
- HEQT is the Simplify Hedged Equity ETF, a Other ETF.
- What is the expense ratio of HEQT?
- Expense ratio data for HEQT is shown on the page when available from our data provider.
- What are the largest holdings in HEQT?
- Top holdings include IVV, SPX US 01/15/27 P7330 Index, SPX US 01/15/27 C8110 Index, SPX US 12/18/26 P7260 Index, SPX US 12/18/26 C8020 Index.
- How can PortView analyze HEQT overlap with other ETFs?
- PortView computes the holdings overlap between HEQT and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.