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Simplify Health Care ETF
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Overview Fund Activity

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
Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.93%
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$23.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$13.2M
3
FGA
Fortis Group Advisors
New Jersey
$7.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.29M
5
PCA
Prosperity Capital Advisors
Ohio
$2.19M

Top Sellers

1
DAS
Diversify Advisory Services
Utah
$9.67M
2
Stifel Financial
Stifel Financial
Missouri
$2.99M
3
GM
GeoWealth Management
Illinois
$0
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$624K +$624K +18,996 New
M&T Bank
27
M&T Bank
New York
$568K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$565K +$66.6K +2,031 +13%
GWM
29
Geneos Wealth Management
Colorado
$562K +$102K +3,105 +22%
NA
30
NewEdge Advisors
Louisiana
$508K +$508K +15,483 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$500K +$237K +7,228 +90%
SWA
32
Stratos Wealth Advisors
Ohio
$484K +$484K +14,747 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$465K +$465K +14,169 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$447K +$52K +1,585 +13%
IA
35
Insight Advisors
Pennsylvania
$418K +$14.9K +453 +4%
AAS
36
Avantax Advisory Services
Texas
$415K -$88.3K -2,690 -18%
OPS
37
Orion Portfolio Solutions
Nebraska
$413K +$413K +12,585 New
BCI
38
Brinker Capital Investments
Pennsylvania
$413K +$413K +12,585 New
UBS Group
39
UBS Group
Switzerland
$403K +$403K +12,279 New
WA
40
WESPAC Advisors
California
$312K +$312K +9,517 New
BCM
41
Brookstone Capital Management
Illinois
$295K -$159K -4,848 -35%
MML Investors Services
42
MML Investors Services
Massachusetts
$289K +$46.1K +1,405 +19%
PHS
43
Pekin Hardy Strauss
Illinois
$284K +$20.7K +630 +8%
PWM
44
Perigon Wealth Management
California
$282K +$282K +8,600 New
TF
45
Trek Financial
Arizona
$277K +$277K +8,452 New
JCFM
46
JBR Co Financial Management
Oklahoma
$274K +$274K +8,335 New
Jane Street
47
Jane Street
New York
$267K +$267K +8,144 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$244K +$244K +7,433 New
PWM
49
Prosperity Wealth Management
California
$238K +$131 +4 +0.1%
FIM
50
Freedom Investment Management
Connecticut
$228K +$228K +6,930 New
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