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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 %
HF
51
HRT Financial
New York
$219K +$219K +6,681 New
PTC
52
Private Trust Company
Ohio
$171K +$72.5K +2,207 +74%
SPIA
53
Steward Partners Investment Advisory
New York
$160K +$82.1K +2,500 +106%
CFGS
54
Concourse Financial Group Securities
Alabama
$90.5K +$49.3K +1,502 +120%
Comerica Bank
55
Comerica Bank
Texas
$68.9K +$62.4K +1,900 +950%
Wells Fargo
56
Wells Fargo
California
$25.4K – – –
DWA
57
Delos Wealth Advisors
Texas
$9.85K +$9.85K +300 New
GPFA
58
Game Plan Financial Advisors
Ohio
$6.57K – – –
SC
59
Solstein Capital
California
$3.94K – – –
SGC
60
Slocum, Gordon & Co
Rhode Island
$3.55K +$3.55K +108 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$2.3K -$164 -5 -7%
IA
62
IFP Advisors
Florida
$1.45K – – –
Morgan Stanley
63
Morgan Stanley
New York
$178 +$142 +4 +400%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$33 +$33 +1 New
GM
65
GeoWealth Management
Illinois
– -$416K -13,248 Closed
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
– -$324K -10,446 Closed
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
– -$270K -8,588 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
– -$3.17K -101 Closed
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