Simplify Health Care ETF
PINK
27 hedge funds and large institutions have $21.1M invested in Simplify Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
8% more funds holding
Funds holding: 25 → 27 (+2)
2% more capital invested
Capital invested by funds: $20.7M → $21.1M (+$405K)
0.26% more ownership
Funds ownership: 36.66% → 36.92% (+0.26%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$2.96M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.47M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$434K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$356K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.26M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$1.16M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$497K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$490K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $1.1K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $25 | +$26 | +1 | New |
|
|
FGA
28
Fortis Group Advisors
Westwood,
New Jersey
| – | -$1.16M | -43,814 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$490K | -18,453 | Closed |
|
|
RIA
30
Realta Investment Advisors
Wilmington,
Delaware
| – | -$270K | -10,165 | Closed |
|
|
PCP
31
Proficio Capital Partners
Newton,
Massachusetts
| – | -$263K | -9,900 | Closed |
|
|
PTC
32
Private Trust Company
Cleveland,
Ohio
| – | -$97.7K | -3,680 | Closed |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| – | -$6.4K | -241 | Closed |
|
34
Morgan Stanley
New York
| – | -$80 | -3 | Closed |
|
PINK Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q3 2023, worth a combined $21.1M — up 2% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PINK positions and 8 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was TAP Consulting, opening a new position worth an estimated $2.96M. The largest seller was LPL Financial, cutting an estimated $2.26M.
- 27 institutional investors held Simplify Health Care ETF (PINK) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $21.1M of Simplify Health Care ETF stock for Q3 2023, up 2% quarter-over-quarter.
- 10 funds opened new Simplify Health Care ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
- The largest Simplify Health Care ETF buyer in Q3 2023 was TAP Consulting, an estimated $2.96M added.
- The largest Simplify Health Care ETF seller in Q3 2023 was LPL Financial, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2023.