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Simplify Health Care ETF

27 hedge funds and large institutions have $21.1M invested in Simplify Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
1
Lee, Danner & Bass
Tennessee
$3.23M -$26.7K -1,065 -0.8%
TC
2
TAP Consulting
Missouri
$2.84M +$2.84M +112,947 New
GIA
3
Gladstone Institutional Advisory
Florida
$2.77M +$246K +9,815 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.3M +$1.41M +55,980 +157%
Stifel Financial
5
Stifel Financial
Missouri
$2.19M +$8.66K +345 +0.4%
Vontobel Holding
6
Vontobel Holding
Switzerland
$1.1M +$260K +10,337 +31%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.02M -$954 -38 -0.1%
LPL Financial
8
LPL Financial
California
$804K -$2.17M -86,291 -73%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$592K +$5.02K +200 +0.9%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$510K +$158K +6,300 +45%
IA
11
Insight Advisors
Pennsylvania
$493K -$50.2K -1,998 -9%
HighTower Advisors
12
HighTower Advisors
Illinois
$458K -$473K -18,970 -51%
WAM
13
WNY Asset Management
New York
$416K +$416K +16,560 New
KPWS
14
Kestra Private Wealth Services
Texas
$341K +$341K +13,582 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$336K +$336K +13,370 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$335K -$393K -15,664 -54%
FTUS
17
Flow Traders U.S.
New York
$283K +$283K +11,290 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$3.99K -159 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$261K -$52.3K -2,081 -17%
Jane Street
20
Jane Street
New York
$260K +$260K +10,338 New
AI
21
AXS Investments
New York
$240K +$240K +9,545 New
UBS Group
22
UBS Group
Switzerland
$62.5K +$62.5K +2,491 New
SC
23
Solstein Capital
California
$13.4K
Comerica Bank
24
Comerica Bank
Texas
$7.53K +$7.53K +300 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$1.53K +$170 +5 +13%