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Simplify Health Care ETF
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Overview Fund Activity

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
Holders
48
Holders Change
+25
Holders Change %
+108.7%
% of All Funds
0.7%
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
–

Top Buyers

1
GIA
Gladstone Institutional Advisory
Florida
$16.1M
2
LPL Financial
LPL Financial
California
$11M
3
TF
Trek Financial
Arizona
$6.72M
4
FGA
Fortis Group Advisors
New Jersey
$2.33M
5
USCWA
U.S. Capital Wealth Advisors
Texas
$1.87M

Top Sellers

1
Vontobel Holding
Vontobel Holding
Switzerland
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$212K
3
RIA
Realta Investment Advisors
Delaware
$0
4
TC
TAP Consulting
Missouri
$3.39M
5
IA
Insight Advisors
Pennsylvania
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1
Gladstone Institutional Advisory
Florida
$16.1M +$12.6M +408,879 +368%
LPL Financial
2
LPL Financial
California
$11M +$7.7M +248,919 +236%
TF
3
Trek Financial
Arizona
$6.72M +$6.72M +217,195 New
Stifel Financial
4
Stifel Financial
Missouri
$3.53M +$549K +17,762 +18%
TC
5
TAP Consulting
Missouri
$3.39M -$158K -5,114 -4%
FGA
6
Fortis Group Advisors
New Jersey
$2.33M +$2.33M +75,331 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.93M -$37.1K -1,199 -2%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.87M +60,550 New
CIBC World Market
9
CIBC World Market
Ontario, Canada
$1.61M +$861K +27,825 +115%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.41M +$1.41M +45,637 New
GM
11
GeoWealth Management
Illinois
$1.37M +$1.37M +44,250 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$1.07M +34,575 New
Jane Street
13
Jane Street
New York
$1.02M +$1.02M +33,082 New
Citadel Advisors
14
Citadel Advisors
Florida
$907K +$907K +29,319 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$881K +$881K +28,481 New
HighTower Advisors
16
HighTower Advisors
Illinois
$866K +$303K +9,874 +54%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$695K +$695K +22,479 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$686K -$43.1K -1,393 -6%
PAG
19
Private Advisor Group
New Jersey
$675K +$675K +21,818 New
CA
20
Cetera Advisors
Colorado
$668K +$668K +21,594 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$630K +$174K +5,625 +38%
PWM
22
Perigon Wealth Management
California
$544K +$544K +17,582 New
AAS
23
Avantax Advisory Services
Texas
$527K +$527K +17,032 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$467K +$360K +11,596 +336%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$449K +$449K +14,536 New
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