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Simplify Health Care ETF

48 hedge funds and large institutions have $65.1M invested in Simplify Health Care ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

200% more capital invested

Capital invested by funds: $21.7M → $65.1M (+$43.4M)

109% more funds holding

Funds holding: 2348 (+25)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

9.17% more ownership

Funds ownership: 38.69%47.86% (+9.2%)

Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
11
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Gladstone Institutional Advisory
Florida
$16.1M +$12M +408,879 +368%
LPL Financial
2
LPL Financial
California
$11M +$7.3M +248,919 +236%
TF
3
Trek Financial
Arizona
$6.72M +$6.37M +217,195 New
Stifel Financial
4
Stifel Financial
Missouri
$3.53M +$521K +17,762 +18%
TC
5
TAP Consulting
Missouri
$3.39M -$150K -5,114 -4%
FGA
6
Fortis Group Advisors
New Jersey
$2.33M +$2.21M +75,331 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.93M -$35.1K -1,199 -2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.77M +60,550 New
CIBC World Market
9
CIBC World Market
Ontario, Canada
$1.61M +$816K +27,825 +115%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.41M +$1.34M +45,637 New
GM
11
GeoWealth Management
Illinois
$1.37M +$1.3M +44,250 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$1.01M +34,575 New
Jane Street
13
Jane Street
New York
$1.02M +$970K +33,082 New
Citadel Advisors
14
Citadel Advisors
Florida
$907K +$859K +29,319 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$881K +$835K +28,481 New
HighTower Advisors
16
HighTower Advisors
Illinois
$866K +$289K +9,874 +54%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$695K +$659K +22,479 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$686K -$40.8K -1,393 -6%
PAG
19
Private Advisor Group
New Jersey
$675K +$639K +21,818 New
CA
20
Cetera Advisors
Colorado
$668K +$633K +21,594 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$630K +$165K +5,625 +38%
PWM
22
Perigon Wealth Management
California
$544K +$515K +17,582 New
AAS
23
Avantax Advisory Services
Texas
$527K +$499K +17,032 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$467K +$340K +11,596 +336%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$449K +$426K +14,536 New

PINK Hedge Fund Activity: Q1 2024 in Review

48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q1 2024, worth a combined $65.1M — up 200% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PINK positions and 2 closed out — a net gain of 26 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Gladstone Institutional Advisory, adding an estimated $12M. The largest seller was Vontobel Holding, exiting entirely with an estimated $622K sold.

  • 48 institutional investors held Simplify Health Care ETF (PINK) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $65.1M of Simplify Health Care ETF stock for Q1 2024, up 200% quarter-over-quarter.
  • 28 funds opened new Simplify Health Care ETF positions in Q1 2024 and 2 closed out, a net change of +26 holders.
  • The largest Simplify Health Care ETF buyer in Q1 2024 was Gladstone Institutional Advisory, an estimated $12M added.
  • The largest Simplify Health Care ETF seller in Q1 2024 was Vontobel Holding, an estimated $622K sold.

Based on aggregated 13F filings for Q1 2024.