PINK icon

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.

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
Shares
Change %
LDB
1
Lee, Danner & Bass
Tennessee
$3.44M +$262K +9,875 +8%
LPL Financial
2
LPL Financial
California
$3.14M +$3.14M +118,296 New
GIA
3
Gladstone Institutional Advisory
Florida
$2.67M +$2.67M +100,632 New
Stifel Financial
4
Stifel Financial
Missouri
$2.3M -$102K -3,847 -4%
FGA
5
Fortis Group Advisors
New Jersey
$1.16M +$1.16M +43,814 New
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$1.08M -$10K -377 -0.9%
HighTower Advisors
7
HighTower Advisors
Illinois
$995K +$418K +15,705 +73%
Osaic Holdings
8
Osaic Holdings
Arizona
$946K +$30.3K +1,140 +3%
Vontobel Holding
9
Vontobel Holding
Switzerland
$890K +$51.6K +1,944 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$771K +$272K +10,220 +54%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$621K
IA
12
Insight Advisors
Pennsylvania
$574K +$106K +4,000 +23%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$490K -$162K -6,121 -25%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$372K +$21.3K +800 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$331K +$331K +12,461 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$294K +11,087 New
RIA
17
Realta Investment Advisors
Delaware
$270K +$17.5K +660 +7%
PCP
18
Proficio Capital Partners
Massachusetts
$263K
PTC
19
Private Trust Company
Ohio
$97.7K +$97.7K +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 +$1.39K +40 New
IA
23
IFP Advisors
Florida
$1.17K
Morgan Stanley
24
Morgan Stanley
New York
$80 +$80 +3 New
SC
25
Scotia Capital
Ontario, Canada
-$613K -24,423 Closed