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Simplify Health Care ETF

48 hedge funds and large institutions have $81.7M invested in Simplify Health Care ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$431K -$59.9K -2,042 -12%
IA
27
Insight Advisors
Pennsylvania
$388K +$14.7K +501 +4%
FPW
28
Flagship Private Wealth
Massachusetts
$331K -$401K -13,695 -55%
Raymond James Financial
29
Raymond James Financial
Florida
$305K +$66.7K +2,274 +28%
OPS
30
Orion Portfolio Solutions
Nebraska
$292K -$46.8K -1,597 -14%
BCI
31
Brinker Capital Investments
Pennsylvania
$292K -$46.8K -1,597 -14%
FIM
32
Freedom Investment Management
Connecticut
$292K +$70.2K +2,395 +32%
IAN
33
Integrated Advisors Network
Texas
$261K -$48.9K -1,668 -16%
MML Investors Services
34
MML Investors Services
Massachusetts
$255K +$25.3K +865 +11%
AAS
35
Avantax Advisory Services
Texas
$245K -$112K -3,822 -31%
HAM
36
Harmony Asset Management
Arizona
$211K
PWM
37
Prosperity Wealth Management
California
$209K -$3.55K -121 -2%
CA
38
Cambridge Advisors
Nebraska
$206K +$206K +7,037 New
PS
39
Principal Securities
Iowa
$83.7K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$19K
UBS Group
41
UBS Group
Switzerland
$12.8K -$209K -7,139 -94%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$11.8K +$11.8K +403 New
SC
43
Solstein Capital
California
$4.07K +$557 +19 +16%
AF
44
Advisornet Financial
Minnesota
$3.9K +$3.9K +133 New
SS
45
Sunbelt Securities
Texas
$3.55K +$3.55K +121 New
IA
46
IFP Advisors
Florida
$1.29K
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$269 -$538 -20 -67%
Morgan Stanley
48
Morgan Stanley
New York
$59 +$30 +1 +100%
BFF
49
Byrne Financial Freedom
Massachusetts
-$3.05M -102,940 Closed
USCWA
50
U.S. Capital Wealth Advisors
Texas
-$1.78M -59,850 Closed