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Simplify Health Care ETF

44 hedge funds and large institutions have $87.6M invested in Simplify Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $65.1M → $87.6M (+$22.5M)

17.35% more ownership

Funds ownership: 47.86%65.21% (+17%)

8% less funds holding

Funds holding: 4844 (-4)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$356K -$271K -9,073 -45%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$324K +$117K +3,913 +60%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$81.6K -2,728 -24%
PHS
29
Pekin Hardy Strauss
Illinois
$252K +$240K +8,030 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$241K -$210K -7,011 -47%
MML Investors Services
31
MML Investors Services
Massachusetts
$232K +$1.68K +56 +0.8%
PWM
32
Prosperity Wealth Management
California
$227K +$217K +7,242 New
Osaic Holdings
33
Osaic Holdings
Arizona
$200K -$1.67M -55,878 -90%
PTC
34
Private Trust Company
Ohio
$93.9K -$7.78K -260 -8%
SPIA
35
Steward Partners Investment Advisory
New York
$74.3K -$19K -635 -21%
CFGS
36
Concourse Financial Group Securities
Alabama
$39.4K +$37.5K +1,255 New
Wells Fargo
37
Wells Fargo
California
$24.3K +$23.2K +775 New
Comerica Bank
38
Comerica Bank
Texas
$6.28K -$2.99K -100 -33%
GPFA
39
Game Plan Financial Advisors
Ohio
$6.28K -$2.99K -100 -33%
SC
40
Solstein Capital
California
$3.77K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.17K +$3.02K +101 New
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$2.32K -$7.48K -250 -77%
IA
43
IFP Advisors
Florida
$1.38K
Morgan Stanley
44
Morgan Stanley
New York
$51 -$3.02K -101 -99%
TF
45
Trek Financial
Arizona
-$6.72M -217,195 Closed
Jane Street
46
Jane Street
New York
-$1.02M -33,082 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$907K -29,319 Closed
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
-$686K -22,192 Closed
PWM
49
Perigon Wealth Management
California
-$544K -17,582 Closed
WA
50
WESPAC Advisors
California
-$364K -11,765 Closed

PINK Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q2 2024, worth a combined $87.6M — up 35% from $65.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PINK and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Diversify Advisory Services, opening a new position worth an estimated $23.2M. The largest seller was Trek Financial, exiting entirely with an estimated $6.72M sold.

  • 44 institutional investors held Simplify Health Care ETF (PINK) as of Q2 2024, down from 48 in Q1 2024.
  • Funds reported $87.6M of Simplify Health Care ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest Simplify Health Care ETF buyer in Q2 2024 was Diversify Advisory Services, an estimated $23.2M added.
  • The largest Simplify Health Care ETF seller in Q2 2024 was Trek Financial, an estimated $6.72M sold.

Based on aggregated 13F filings for Q2 2024.