We are live on ! Find out more
PINK icon

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

35% more capital invested

Capital invested by funds: $65.1M → $87.6M (+$22.5M)

17.35% more ownership

Funds ownership: 47.86%65.21% (+17%)

8% less funds holding

Funds holding: 4844 (-4)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

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
Change in
Stake
DAS
1
Diversify Advisory Services
Utah
$24.1M +$23.2M +777,212 New
GIA
2
Gladstone Institutional Advisory
Florida
$19.7M +$3.18M +106,361 +20%
LPL Financial
3
LPL Financial
California
$9.15M -$1.89M -63,168 -18%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.66M +$4.35M +145,588 +421%
Stifel Financial
5
Stifel Financial
Missouri
$4.56M +$934K +31,225 +27%
LDB
6
Lee, Danner & Bass
Tennessee
$4.37M +$4.16M +139,083 New
FGA
7
Fortis Group Advisors
New Jersey
$2.57M +$192K +6,428 +9%
TC
8
TAP Consulting
Missouri
$2.26M -$1.13M -37,763 -34%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$1.91M +$8.97K +300 +0.5%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.7M +$56.8K +1,900 +4%
SA
11
Sanctuary Advisors
Indiana
$1.17M +$1.2M +40,239 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.02M -$390K -13,054 -29%
HighTower Advisors
13
HighTower Advisors
Illinois
$903K +$17.5K +586 +2%
PA
14
PFG Advisors
Arizona
$778K +$357K +11,950 +93%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$720K -$166K -5,545 -19%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$718K +$11.2K +373 +2%
M&T Bank
17
M&T Bank
New York
$544K +$518K +17,309 New
AAS
18
Avantax Advisory Services
Texas
$481K -$50.8K -1,700 -10%
PAG
19
Private Advisor Group
New Jersey
$479K -$196K -6,550 -30%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$477K +$19.7K +657 +5%
BCM
21
Brookstone Capital Management
Illinois
$442K +$82.9K +2,771 +25%
GWM
22
Geneos Wealth Management
Colorado
$440K
GM
23
GeoWealth Management
Illinois
$416K -$927K -31,002 -70%
IA
24
Insight Advisors
Pennsylvania
$385K -$16.2K -541 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$378K +$270K +9,028 +301%

PINK Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q2 2024, worth a combined $87.6M — up 35% from $65.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PINK and 9 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Diversify Advisory Services, opening a new position worth an estimated $23.2M. The largest seller was Trek Financial, exiting entirely with an estimated $6.72M sold.

  • 44 institutional investors held Simplify Health Care ETF (PINK) as of Q2 2024, down from 48 in Q1 2024.
  • Funds reported $87.6M of Simplify Health Care ETF stock for Q2 2024, up 35% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q2 2024 and 12 closed out, a net change of -3 holders.
  • The largest Simplify Health Care ETF buyer in Q2 2024 was Diversify Advisory Services, an estimated $23.2M added.
  • The largest Simplify Health Care ETF seller in Q2 2024 was Trek Financial, an estimated $6.72M sold.

Based on aggregated 13F filings for Q2 2024.