Simplify Health Care ETF
PINK
19 hedge funds and large institutions have $12.2M invested in Simplify Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
2.09% more ownership
Funds ownership: 26.87% → 28.96% (+2.1%)
20% less capital invested
Capital invested by funds: $15.3M → $12.2M (-$3.1M)
27% less funds holding
Funds holding: 26 → 19 (-7)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$532K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$426K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$136K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$85.3K |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
+$83.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$1.02M |
| 2 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$643K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$527K |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$490K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$482K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$97.7K | -3,650 | Closed |
|
|
JIR
27
James Investment Research
Alpha,
Ohio
| – | -$6K | -211 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | -$2.66K | -100 | Closed |
|
PINK Hedge Fund Activity: Q1 2023 in Review
19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q1 2023, worth a combined $12.2M — down 20% from $15.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PINK and 2 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Osaic Holdings, adding an estimated $532K. The largest seller was Proficio Capital Partners, cutting an estimated $1.02M.
- 19 institutional investors held Simplify Health Care ETF (PINK) as of Q1 2023, down from 26 in Q4 2022.
- Funds reported $12.2M of Simplify Health Care ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 2 funds opened new Simplify Health Care ETF positions in Q1 2023 and 9 closed out, a net change of -7 holders.
- The largest Simplify Health Care ETF buyer in Q1 2023 was Osaic Holdings, an estimated $532K added.
- The largest Simplify Health Care ETF seller in Q1 2023 was Proficio Capital Partners, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2023.