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Simplify Health Care ETF

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

4.53% more ownership

Funds ownership: 49.33%53.86% (+4.5%)

22% less funds holding

Funds holding: 6450 (-14)

36% less capital invested

Capital invested by funds: $120M → $77.5M (-$42.9M)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

64% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 25

Holders
50
Holders Change
-14
Holders Change %
-21.88%
% of All Funds
0.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$492K -$20.4K -647 -4%
SWA
27
Stratos Wealth Advisors
Ohio
$411K -$28.1K -893 -6%
IA
28
Insight Advisors
Pennsylvania
$378K
AAS
29
Avantax Advisory Services
Texas
$361K -$14.8K -471 -4%
BCI
30
Brinker Capital Investments
Pennsylvania
$343K -$32.3K -1,026 -8%
OPS
31
Orion Portfolio Solutions
Nebraska
$343K -$32.3K -1,026 -8%
IAN
32
Integrated Advisors Network
Texas
$313K +$332K +10,559 New
PHS
33
Pekin Hardy Strauss
Illinois
$257K
Raymond James Financial
34
Raymond James Financial
Florida
$241K +$256K +8,116 New
MML Investors Services
35
MML Investors Services
Massachusetts
$232K -$30.5K -970 -11%
UBS Group
36
UBS Group
Switzerland
$225K -$148K -4,705 -38%
FIM
37
Freedom Investment Management
Connecticut
$224K +$19.6K +623 +9%
PWM
38
Prosperity Wealth Management
California
$215K +$126 +4 +0.1%
HAM
39
Harmony Asset Management
Arizona
$213K +$227K +7,195 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$207K -$14K -445 -6%
CFGS
41
Concourse Financial Group Securities
Alabama
$99.8K +$16.6K +526 +19%
PS
42
Principal Securities
Iowa
$83.7K +$88.9K +2,823 New
SPIA
43
Steward Partners Investment Advisory
New York
$70.1K -$78.7K -2,500 -51%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19K -$787K -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
$1.3K
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$911 -$1.26K -40 -57%
Morgan Stanley
50
Morgan Stanley
New York
$45 -$126 -4 -80%

PINK Hedge Fund Activity: Q4 2024 in Review

50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q4 2024, worth a combined $77.5M — down 36% from $120M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PINK and 9 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 9 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.98M. The largest seller was LPL Financial, cutting an estimated $18.9M.

  • 50 institutional investors held Simplify Health Care ETF (PINK) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $77.5M of Simplify Health Care ETF stock for Q4 2024, down 36% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q4 2024 and 23 closed out, a net change of -14 holders.
  • The largest Simplify Health Care ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $3.98M added.
  • The largest Simplify Health Care ETF seller in Q4 2024 was LPL Financial, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2024.