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Simplify Health Care ETF
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Overview Fund Activity

48 hedge funds and large institutions have $65.1M invested in Simplify Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
+$12.6M
2
LPL Financial
LPL Financial
California
+$7.7M
3
TF
Trek Financial
Arizona
+$6.72M
4
FGA
Fortis Group Advisors
New Jersey
+$2.33M
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.87M

Top Sellers

1
Vontobel Holding
Vontobel Holding
Switzerland
-$622K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$384K
3
RIA
Realta Investment Advisors
Delaware
-$267K
4
TC
TAP Consulting
Missouri
-$158K
5
IA
Insight Advisors
Pennsylvania
-$104K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$433K +$433K +14,000 New
PA
27
PFG Advisors
Arizona
$397K +$397K +12,834 New
IA
28
Insight Advisors
Pennsylvania
$396K -$104K -3,377 -21%
WA
29
WESPAC Advisors
California
$364K +$364K +11,765 New
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$350K +$28.1K +908 +9%
BCM
31
Brookstone Capital Management
Illinois
$342K +$342K +11,066 New
AI
32
AXS Investments
New York
$239K -$26.6K -860 -10%
MML Investors Services
33
MML Investors Services
Massachusetts
$227K +$227K +7,347 New
OC
34
Oppenheimer & Co
New York
$217K +$217K +7,005 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$212K -$384K -12,410 -64%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$202K +$202K +6,533 New
CF
37
Centaurus Financial
California
$133K +$133K +4,305 New
PTC
38
Private Trust Company
Ohio
$100K +$44.5K +1,440 +80%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$93K +$93K +3,001 New
SPIA
40
Steward Partners Investment Advisory
New York
$92.8K +$92.8K +3,000 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$9.96K +$9.96K +325 New
Comerica Bank
42
Comerica Bank
Texas
$9.28K – – –
GPFA
43
Game Plan Financial Advisors
Ohio
$9.28K +$3.09K +100 +50%
SC
44
Solstein Capital
California
$3.71K -$12.8K -414 -78%
Morgan Stanley
45
Morgan Stanley
New York
$3.16K +$3.1K +100 +5,000%
Simplex Trading
46
Simplex Trading
Illinois
$3K +$3K +100 New
IA
47
IFP Advisors
Florida
$1.36K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$31 +$31 +1 New
Vontobel Holding
49
Vontobel Holding
Switzerland
– -$622K -22,750 Closed
RIA
50
Realta Investment Advisors
Delaware
– -$267K -9,770 Closed
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