We are live on ! Find out more
PINK icon

Simplify Health Care ETF

64 hedge funds and large institutions have $120M invested in Simplify Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

45% more funds holding

Funds holding: 4464 (+20)

37% more capital invested

Capital invested by funds: $87.6M → $120M (+$32.8M)

15.89% less ownership

Funds ownership: 65.21%49.33% (-16%)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
26
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$624K +$612K +18,996 New
M&T Bank
27
M&T Bank
New York
$568K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$565K +$65.4K +2,031 +13%
GWM
29
Geneos Wealth Management
Colorado
$562K +$100K +3,105 +22%
NA
30
NewEdge Advisors
Louisiana
$508K +$499K +15,483 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$500K +$233K +7,228 +90%
SWA
32
Stratos Wealth Advisors
Ohio
$484K +$475K +14,747 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$465K +$456K +14,169 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$447K +$51.1K +1,585 +13%
IA
35
Insight Advisors
Pennsylvania
$418K +$14.6K +453 +4%
AAS
36
Avantax Advisory Services
Texas
$415K -$86.7K -2,690 -18%
BCI
37
Brinker Capital Investments
Pennsylvania
$413K +$405K +12,585 New
OPS
38
Orion Portfolio Solutions
Nebraska
$413K +$405K +12,585 New
UBS Group
39
UBS Group
Switzerland
$403K +$396K +12,279 New
WA
40
WESPAC Advisors
California
$312K +$307K +9,517 New
BCM
41
Brookstone Capital Management
Illinois
$295K -$156K -4,848 -35%
MML Investors Services
42
MML Investors Services
Massachusetts
$289K +$45.3K +1,405 +19%
PHS
43
Pekin Hardy Strauss
Illinois
$284K +$20.3K +630 +8%
PWM
44
Perigon Wealth Management
California
$282K +$277K +8,600 New
TF
45
Trek Financial
Arizona
$277K +$272K +8,452 New
JCFM
46
JBR Co Financial Management
Oklahoma
$274K +$268K +8,335 New
Jane Street
47
Jane Street
New York
$267K +$262K +8,144 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$244K +$239K +7,433 New
PWM
49
Prosperity Wealth Management
California
$238K +$129 +4 +0.1%
FIM
50
Freedom Investment Management
Connecticut
$228K +$223K +6,930 New

PINK Hedge Fund Activity: Q3 2024 in Review

64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q3 2024, worth a combined $120M — up 37% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PINK positions and 4 closed out — a net gain of 20 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Diversify Advisory Services, cutting an estimated $15.4M.

  • 64 institutional investors held Simplify Health Care ETF (PINK) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $120M of Simplify Health Care ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 24 funds opened new Simplify Health Care ETF positions in Q3 2024 and 4 closed out, a net change of +20 holders.
  • The largest Simplify Health Care ETF buyer in Q3 2024 was LPL Financial, an estimated $13.3M added.
  • The largest Simplify Health Care ETF seller in Q3 2024 was Diversify Advisory Services, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.