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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
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
Name Holding Trade Value Shares
Change
Shares
Change %
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