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Simplify Health Care ETF

44 hedge funds and large institutions have $87.6M invested in Simplify Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
1
Diversify Advisory Services
Utah
$24.1M +$24.1M +777,212 New
GIA
2
Gladstone Institutional Advisory
Florida
$19.7M +$3.34M +106,361 +20%
LPL Financial
3
LPL Financial
California
$9.15M -$1.98M -63,168 -18%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.66M +$4.57M +145,588 +421%
Stifel Financial
5
Stifel Financial
Missouri
$4.56M +$980K +31,225 +27%
LDB
6
Lee, Danner & Bass
Tennessee
$4.37M +$4.37M +139,083 New
FGA
7
Fortis Group Advisors
New Jersey
$2.57M +$202K +6,428 +9%
TC
8
TAP Consulting
Missouri
$2.26M -$1.19M -37,763 -34%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$1.91M +$9.42K +300 +0.5%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.7M +$59.6K +1,900 +4%
SA
11
Sanctuary Advisors
Indiana
$1.17M +$1.17M +40,239 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.02M -$410K -13,054 -29%
HighTower Advisors
13
HighTower Advisors
Illinois
$903K +$18.4K +586 +2%
PA
14
PFG Advisors
Arizona
$778K +$375K +11,950 +93%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$720K -$174K -5,545 -19%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$718K +$11.7K +373 +2%
M&T Bank
17
M&T Bank
New York
$544K +$544K +17,309 New
AAS
18
Avantax Advisory Services
Texas
$481K -$53.4K -1,700 -10%
PAG
19
Private Advisor Group
New Jersey
$479K -$206K -6,550 -30%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$477K +$20.6K +657 +5%
BCM
21
Brookstone Capital Management
Illinois
$442K +$88.5K +2,771 +25%
GWM
22
Geneos Wealth Management
Colorado
$440K
GM
23
GeoWealth Management
Illinois
$416K -$973K -31,002 -70%
IA
24
Insight Advisors
Pennsylvania
$385K -$17K -541 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$378K +$284K +9,028 +301%