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Simplify Health Care ETF

25 hedge funds and large institutions have $20.7M invested in Simplify Health Care ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

70% more capital invested

Capital invested by funds: $12.2M → $20.7M (+$8.51M)

32% more funds holding

Funds holding: 1925 (+6)

7.7% more ownership

Funds ownership: 28.96%36.66% (+7.7%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1
Lee, Danner & Bass
Tennessee
$3.44M +$255K +9,875 +8%
LPL Financial
2
LPL Financial
California
$3.14M +$3.05M +118,296 New
GIA
3
Gladstone Institutional Advisory
Florida
$2.67M +$2.6M +100,632 New
Stifel Financial
4
Stifel Financial
Missouri
$2.3M -$99.3K -3,847 -4%
FGA
5
Fortis Group Advisors
New Jersey
$1.16M +$1.13M +43,814 New
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$1.08M -$9.73K -377 -0.9%
HighTower Advisors
7
HighTower Advisors
Illinois
$995K +$405K +15,705 +73%
Osaic Holdings
8
Osaic Holdings
Arizona
$946K +$29.4K +1,140 +3%
Vontobel Holding
9
Vontobel Holding
Switzerland
$890K +$50.2K +1,944 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$771K +$264K +10,220 +54%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$621K
IA
12
Insight Advisors
Pennsylvania
$574K +$103K +4,000 +23%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$490K -$158K -6,121 -25%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$372K +$20.6K +800 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$331K +$322K +12,461 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$286K +11,087 New
RIA
17
Realta Investment Advisors
Delaware
$270K +$17K +660 +7%
PCP
18
Proficio Capital Partners
Massachusetts
$263K
PTC
19
Private Trust Company
Ohio
$97.7K +$95K +3,680 New
SC
20
Solstein Capital
California
$14.2K
PA
21
Parallel Advisors
California
$6.4K
TWC
22
TD Waterhouse Canada
Ontario, Canada
$1.39K +$1.03K +40 New
IA
23
IFP Advisors
Florida
$1.17K
Morgan Stanley
24
Morgan Stanley
New York
$80 +$77 +3 New
SC
25
Scotia Capital
Ontario, Canada
-$613K -24,423 Closed

PINK Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q2 2023, worth a combined $20.7M — up 70% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PINK positions and 3 closed out — a net gain of 6 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $3.05M. The largest seller was Scotia Capital, exiting entirely with an estimated $613K sold.

  • 25 institutional investors held Simplify Health Care ETF (PINK) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $20.7M of Simplify Health Care ETF stock for Q2 2023, up 70% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest Simplify Health Care ETF buyer in Q2 2023 was LPL Financial, an estimated $3.05M added.
  • The largest Simplify Health Care ETF seller in Q2 2023 was Scotia Capital, an estimated $613K sold.

Based on aggregated 13F filings for Q2 2023.