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Simplify Health Care ETF

26 hedge funds and large institutions have $15.3M invested in Simplify Health Care ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

24% more funds holding

Funds holding: 2126 (+5)

19% more capital invested

Capital invested by funds: $12.9M → $15.3M (+$2.42M)

0.28% less ownership

Funds ownership: 27.15%26.87% (-0.28%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$3.21M +$190K +7,340 +6%
Stifel Financial
2
Stifel Financial
Missouri
$2.46M +$156K +6,036 +7%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.11M +$1.09M +41,879 New
PCP
4
Proficio Capital Partners
Massachusetts
$1.08M
Vontobel Holding
5
Vontobel Holding
Switzerland
$753K +$274K +10,578 +60%
SC
6
Scotia Capital
Ontario, Canada
$650K +$101K +3,896 +19%
FANJ
7
Financial Architects (New Jersey)
New Jersey
$643K +$627K +24,182 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$631K -$1.27M -48,998 -67%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$622K +$25K +964 +4%
HighTower Advisors
10
HighTower Advisors
Illinois
$567K +$3.01K +116 +0.5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$527K -$114K -4,404 -18%
TF
12
Trek Financial
Arizona
$490K +$478K +18,431 New
NA
13
NewEdge Advisors
Louisiana
$482K +$158K +6,104 +51%
IA
14
Insight Advisors
Pennsylvania
$464K +$52 +2 +0%
Osaic Holdings
15
Osaic Holdings
Arizona
$359K +$76.6K +2,955 +28%
LPL Financial
16
LPL Financial
California
$295K +$288K +11,097 New
RIA
17
Realta Investment Advisors
Delaware
$253K +$17.5K +675 +8%
OPS
18
Orion Portfolio Solutions
Nebraska
$216K +$210K +8,113 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$208K +$203K +7,825 New
SC
20
Solstein Capital
California
$127K -$23.6K -912 -16%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$97.7K +$94.6K +3,650 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$52K -$1.17K -45 -2%
PA
23
Parallel Advisors
California
$6.41K
JIR
24
James Investment Research
Ohio
$6K +$5.47K +211 New
Wells Fargo
25
Wells Fargo
California
$2.66K +$2.59K +100 New

PINK Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q4 2022, worth a combined $15.3M — up 19% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PINK positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.09M. The largest seller was Susquehanna International Group, cutting an estimated $1.27M.

  • 26 institutional investors held Simplify Health Care ETF (PINK) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $15.3M of Simplify Health Care ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q4 2022 and 2 closed out, a net change of +7 holders.
  • The largest Simplify Health Care ETF buyer in Q4 2022 was CAPTRUST Financial Advisors, an estimated $1.09M added.
  • The largest Simplify Health Care ETF seller in Q4 2022 was Susquehanna International Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2022.