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Simplify Health Care ETF

61 hedge funds and large institutions have $128M invested in Simplify Health Care ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

55% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
26
Flagship Private Wealth
Massachusetts
$946K
SWA
27
Stratos Wealth Advisors
Ohio
$849K
AFP
28
Ausdal Financial Partners
Iowa
$845K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$815K
LFAS
30
Level Four Advisory Services
Texas
$785K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$780K
Jane Street
32
Jane Street
New York
$635K
GA
33
GFS Advisors
Texas
$461K
SF
34
Summit Financial
New Jersey
$392K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$353K
IA
36
IFP Advisors
Florida
$340K
FGA
37
Fortis Group Advisors
New Jersey
$305K
BWAM
38
Blue Water Asset Management
Michigan
$294K
LWP
39
LeClair Wealth Partners
Ohio
$294K
SPIA
40
Steward Partners Investment Advisory
New York
$269K
SPC
41
Sigma Planning Corp
Michigan
$249K
BCI
42
Brinker Capital Investments
Pennsylvania
$221K
MCM
43
MAI Capital Management
Ohio
$188K
HIW
44
Holos Integrated Wealth
Pennsylvania
$126K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$59.8K
VCM
46
Versant Capital Management
Arizona
$55.2K
FFA
47
Farther Finance Advisors
California
$52.6K
PTC
48
Private Trust Company
Ohio
$49.7K
AWM
49
AE Wealth Management
Kansas
$24.6K
GSEP
50
Golden State Equity Partners
California
$24.2K