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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
DAS
51
Diversify Advisory Services
Utah
-$9.67M -299,920 Closed
Stifel Financial
52
Stifel Financial
Missouri
-$2.99M -91,224 Closed
PCA
53
Prosperity Capital Advisors
Ohio
-$2.19M -66,678 Closed
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
-$1.06M -32,373 Closed
PA
55
PFG Advisors
Arizona
-$842K -25,653 Closed
FS
56
Ferguson Shapiro
Georgia
-$634K -19,324 Closed
Citadel Advisors
57
Citadel Advisors
Florida
-$624K -18,996 Closed
GWM
58
Geneos Wealth Management
Colorado
-$562K -17,105 Closed
NA
59
NewEdge Advisors
Louisiana
-$508K -15,483 Closed
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
-$500K -15,269 Closed
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
-$465K -14,169 Closed
WA
62
WESPAC Advisors
California
-$312K -9,517 Closed
BCM
63
Brookstone Capital Management
Illinois
-$295K -8,989 Closed
PWM
64
Perigon Wealth Management
California
-$282K -8,600 Closed
TF
65
Trek Financial
Arizona
-$277K -8,452 Closed
JCFM
66
JBR Co Financial Management
Oklahoma
-$274K -8,335 Closed
Jane Street
67
Jane Street
New York
-$267K -8,144 Closed
HF
68
HRT Financial
New York
-$219K -6,681 Closed
PTC
69
Private Trust Company
Ohio
-$171K -5,196 Closed
Comerica Bank
70
Comerica Bank
Texas
-$68.9K -2,100 Closed
Wells Fargo
71
Wells Fargo
California
-$25.4K -775 Closed
GPFA
72
Game Plan Financial Advisors
Ohio
-$6.57K -200 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$33 -1 Closed

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.