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Simplify Health Care ETF

19 hedge funds and large institutions have $12.2M invested in Simplify Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

2.09% more ownership

Funds ownership: 26.87%28.96% (+2.1%)

20% less capital invested

Capital invested by funds: $15.3M → $12.2M (-$3.1M)

27% less funds holding

Funds holding: 2619 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
19
Holders Change
-7
Holders Change %
-26.92%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$3M -$30K -1,185 -1%
Stifel Financial
2
Stifel Financial
Missouri
$2.27M -$48.2K -1,904 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.03M -$19.5K -772 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$866K +$532K +21,015 +156%
Vontobel Holding
5
Vontobel Holding
Switzerland
$794K +$83.6K +3,306 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$617K +$22K +869 +4%
SC
7
Scotia Capital
Ontario, Canada
$613K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$587K
HighTower Advisors
9
HighTower Advisors
Illinois
$542K +$8.9K +352 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$472K +$426K +16,830 +854%
IA
11
Insight Advisors
Pennsylvania
$442K +$1.31K +52 +0.3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$331K +$136K +5,375 +69%
PCP
13
Proficio Capital Partners
Massachusetts
$249K -$1.02M -40,420 -80%
RIA
14
Realta Investment Advisors
Delaware
$239K
AAS
15
Ameritas Advisory Services
Nebraska
$88.1K +$85.3K +3,371 New
UBS Group
16
UBS Group
Switzerland
$45.8K +$46.1K +1,823 New
SC
17
Solstein Capital
California
$13.4K -$107K -4,228 -89%
PA
18
Parallel Advisors
California
$6.05K
IA
19
IFP Advisors
Florida
$1.1K
FANJ
20
Financial Architects (New Jersey)
New Jersey
-$643K -24,182 Closed
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
-$527K -19,808 Closed
TF
22
Trek Financial
Arizona
-$490K -18,431 Closed
NA
23
NewEdge Advisors
Louisiana
-$482K -18,135 Closed
LPL Financial
24
LPL Financial
California
-$295K -11,097 Closed
OPS
25
Orion Portfolio Solutions
Nebraska
-$216K -8,113 Closed

PINK Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q1 2023, worth a combined $12.2M — down 20% from $15.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PINK and 2 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $532K. The largest seller was Proficio Capital Partners, cutting an estimated $1.02M.

  • 19 institutional investors held Simplify Health Care ETF (PINK) as of Q1 2023, down from 26 in Q4 2022.
  • Funds reported $12.2M of Simplify Health Care ETF stock for Q1 2023, down 20% quarter-over-quarter.
  • 2 funds opened new Simplify Health Care ETF positions in Q1 2023 and 9 closed out, a net change of -7 holders.
  • The largest Simplify Health Care ETF buyer in Q1 2023 was Osaic Holdings, an estimated $532K added.
  • The largest Simplify Health Care ETF seller in Q1 2023 was Proficio Capital Partners, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2023.