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Simplify Health Care ETF

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

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

200% more capital invested

Capital invested by funds: $21.7M → $65.1M (+$43.4M)

109% more funds holding

Funds holding: 2348 (+25)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

9.17% more ownership

Funds ownership: 38.69%47.86% (+9.2%)

Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$433K +$410K +14,000 New
PA
27
PFG Advisors
Arizona
$397K +$376K +12,834 New
IA
28
Insight Advisors
Pennsylvania
$396K -$99K -3,377 -21%
WA
29
WESPAC Advisors
California
$364K +$345K +11,765 New
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$350K +$26.6K +908 +9%
BCM
31
Brookstone Capital Management
Illinois
$342K +$324K +11,066 New
AI
32
AXS Investments
New York
$239K -$25.2K -860 -10%
MML Investors Services
33
MML Investors Services
Massachusetts
$227K +$215K +7,347 New
OC
34
Oppenheimer & Co
New York
$217K +$205K +7,005 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$212K -$364K -12,410 -64%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$202K +$191K +6,533 New
CF
37
Centaurus Financial
California
$133K +$126K +4,305 New
PTC
38
Private Trust Company
Ohio
$100K +$42.2K +1,440 +80%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$93K +$88K +3,001 New
SPIA
40
Steward Partners Investment Advisory
New York
$92.8K +$87.9K +3,000 New
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$9.96K +$9.53K +325 New
Comerica Bank
42
Comerica Bank
Texas
$9.28K
GPFA
43
Game Plan Financial Advisors
Ohio
$9.28K +$2.93K +100 +50%
SC
44
Solstein Capital
California
$3.71K -$12.1K -414 -78%
Morgan Stanley
45
Morgan Stanley
New York
$3.16K +$2.93K +100 +5,000%
Simplex Trading
46
Simplex Trading
Illinois
$3K +$2.93K +100 New
IA
47
IFP Advisors
Florida
$1.36K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$31 +$29 +1 New
Vontobel Holding
49
Vontobel Holding
Switzerland
-$622K -22,750 Closed
RIA
50
Realta Investment Advisors
Delaware
-$267K -9,770 Closed

PINK Hedge Fund Activity: Q1 2024 in Review

48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q1 2024, worth a combined $65.1M — up 200% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PINK positions and 2 closed out — a net gain of 26 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Gladstone Institutional Advisory, adding an estimated $12M. The largest seller was Vontobel Holding, exiting entirely with an estimated $622K sold.

  • 48 institutional investors held Simplify Health Care ETF (PINK) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $65.1M of Simplify Health Care ETF stock for Q1 2024, up 200% quarter-over-quarter.
  • 28 funds opened new Simplify Health Care ETF positions in Q1 2024 and 2 closed out, a net change of +26 holders.
  • The largest Simplify Health Care ETF buyer in Q1 2024 was Gladstone Institutional Advisory, an estimated $12M added.
  • The largest Simplify Health Care ETF seller in Q1 2024 was Vontobel Holding, an estimated $622K sold.

Based on aggregated 13F filings for Q1 2024.