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Simplify Health Care ETF
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Overview Fund Activity

50 hedge funds and large institutions have $77.5M invested in Simplify Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-14
Holders Change %
-21.88%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
25
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.69M
3
AFP
3
Ausdal Financial Partners
Iowa
$2.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$526K
5
GA
5
GFS Advisors
Texas
$501K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.12M
2
DAS
2
Diversify Advisory Services
Utah
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$492K -$19.2K -647 -4%
SWA
27
Stratos Wealth Advisors
Ohio
$411K -$26.5K -893 -6%
IA
28
Insight Advisors
Pennsylvania
$378K – – –
AAS
29
Avantax Advisory Services
Texas
$361K -$14K -471 -4%
OPS
30
Orion Portfolio Solutions
Nebraska
$343K -$30.4K -1,026 -8%
BCI
31
Brinker Capital Investments
Pennsylvania
$343K -$30.4K -1,026 -8%
IAN
32
Integrated Advisors Network
Texas
$313K +$313K +10,559 New
PHS
33
Pekin Hardy Strauss
Illinois
$257K – – –
Raymond James Financial
34
Raymond James Financial
Florida
$241K +$241K +8,116 New
MML Investors Services
35
MML Investors Services
Massachusetts
$232K -$28.7K -970 -11%
UBS Group
36
UBS Group
Switzerland
$225K -$140K -4,705 -38%
FIM
37
Freedom Investment Management
Connecticut
$224K +$18.5K +623 +9%
PWM
38
Prosperity Wealth Management
California
$215K +$119 +4 +0.1%
HAM
39
Harmony Asset Management
Arizona
$213K +$213K +7,195 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$207K -$13.2K -445 -6%
CFGS
41
Concourse Financial Group Securities
Alabama
$99.8K +$16K +526 +19%
PS
42
Principal Securities
Iowa
$83.7K +$83.7K +2,823 New
SPIA
43
Steward Partners Investment Advisory
New York
$70.1K -$74.2K -2,500 -51%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19K -$747K -24,997 -98%
DWA
45
Delos Wealth Advisors
Texas
$8.9K – – –
SC
46
Solstein Capital
California
$3.56K – – –
SGC
47
Slocum, Gordon & Co
Rhode Island
$3.21K – – –
IA
48
IFP Advisors
Florida
$1.31K – – –
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$911 -$1.22K -40 -57%
Morgan Stanley
50
Morgan Stanley
New York
$45 -$180 -4 -80%
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