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Simplify Health Care ETF

23 hedge funds and large institutions have $21.7M invested in Simplify Health Care ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LDB
1
Lee, Danner & Bass
Tennessee
$3.49M -$21.9K -800 -0.6%
TC
2
TAP Consulting
Missouri
$3.14M +$49.4K +1,808 +2%
GIA
3
Gladstone Institutional Advisory
Florida
$3.04M +$16.4K +601 +0.5%
LPL Financial
4
LPL Financial
California
$2.89M +$2.01M +73,608 +230%
Stifel Financial
5
Stifel Financial
Missouri
$2.63M +$253K +9,239 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.74M -$770K -28,160 -31%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$664K +$109K +4,000 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$645K
Vontobel Holding
9
Vontobel Holding
Switzerland
$622K -$578K -21,138 -48%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$526K +$526K +19,256 New
HighTower Advisors
11
HighTower Advisors
Illinois
$505K -$633 -23 -0.1%
IA
12
Insight Advisors
Pennsylvania
$443K -$93.8K -3,432 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$403K +$38.4K +1,406 +11%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$285K -$14.2K -520 -5%
RIA
15
Realta Investment Advisors
Delaware
$267K +$267K +9,770 New
AI
16
AXS Investments
New York
$235K -$26.1K -955 -10%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$94.9K +$94.9K +3,456 New
PTC
18
Private Trust Company
Ohio
$49.5K +$49.5K +1,809 New
SC
19
Solstein Capital
California
$14.6K
Comerica Bank
20
Comerica Bank
Texas
$8.2K
GPFA
21
Game Plan Financial Advisors
Ohio
$5.47K +$5.47K +200 New
IA
22
IFP Advisors
Florida
$1.2K
Morgan Stanley
23
Morgan Stanley
New York
$80 +$80 +2 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
-$1.02M -40,692 Closed
WAM
25
WNY Asset Management
New York
-$416K -16,560 Closed