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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
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
Shares
Change %
LDB
1
Lee, Danner & Bass
Tennessee
$3.01M -$29.8K -1,185 -1%
Stifel Financial
2
Stifel Financial
Missouri
$2.27M -$47.8K -1,904 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.03M -$19.4K -772 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$866K +$528K +21,015 +156%
Vontobel Holding
5
Vontobel Holding
Switzerland
$794K +$83K +3,306 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$617K +$21.8K +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 +$8.81K +352 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$472K +$423K +16,830 +854%
IA
11
Insight Advisors
Pennsylvania
$442K +$1.31K +52 +0.3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$331K +$135K +5,375 +69%
PCP
13
Proficio Capital Partners
Massachusetts
$249K -$1.01M -40,420 -80%
RIA
14
Realta Investment Advisors
Delaware
$239K
AAS
15
Ameritas Advisory Services
Nebraska
$88.1K +$88.1K +3,371 New
UBS Group
16
UBS Group
Switzerland
$45.8K +$45.8K +1,823 New
SC
17
Solstein Capital
California
$13.4K -$106K -4,228 -89%
PA
18
Parallel Advisors
California
$6.06K
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