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Simplify Health Care ETF

64 hedge funds and large institutions have $120M invested in Simplify Health Care ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

45% more funds holding

Funds holding: 4464 (+20)

37% more capital invested

Capital invested by funds: $87.6M → $120M (+$32.8M)

15.89% less ownership

Funds ownership: 65.21%49.33% (-16%)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
26
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.1M +$13.3M +413,200 +142%
GIA
2
Gladstone Institutional Advisory
Florida
$21.3M +$749K +23,244 +4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$13.2M +$7.16M +222,391 +123%
DAS
4
Diversify Advisory Services
Utah
$9.67M -$15.4M -477,292 -61%
FGA
5
Fortis Group Advisors
New Jersey
$7.28M +$4.51M +140,061 +171%
LDB
6
Lee, Danner & Bass
Tennessee
$4.84M +$267K +8,287 +6%
Stifel Financial
7
Stifel Financial
Missouri
$2.99M -$1.74M -54,043 -37%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$2.54M +$756K +23,475 +43%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.54M +$1.56M +48,462 +168%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.29M +$2.24M +69,677 New
PCA
11
Prosperity Capital Advisors
Ohio
$2.19M +$2.15M +66,678 New
TC
12
TAP Consulting
Missouri
$2.16M -$195K -6,055 -8%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2M
AFP
14
Ausdal Financial Partners
Iowa
$1.85M +$1.81M +56,281 New
PAG
15
Private Advisor Group
New Jersey
$1.61M +$1.09M +33,733 +221%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.57M +$800K +24,848 +108%
SA
17
Sanctuary Advisors
Indiana
$1.2M -$46.3K -1,437 -4%
IAA
18
Ironsides Asset Advisors
North Carolina
$1.18M +$1.16M +35,930 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.16M +$935K +29,023 +455%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.06M +$307K +9,521 +42%
FPW
21
Flagship Private Wealth
Massachusetts
$886K +$869K +26,976 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$849K -$217K -6,731 -21%
PA
23
PFG Advisors
Arizona
$842K +$28K +869 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$841K +$461K +14,319 +127%
FS
25
Ferguson Shapiro
Georgia
$634K +$622K +19,324 New

PINK Hedge Fund Activity: Q3 2024 in Review

64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q3 2024, worth a combined $120M — up 37% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PINK positions and 4 closed out — a net gain of 20 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.3M. The largest seller was Diversify Advisory Services, cutting an estimated $15.4M.

  • 64 institutional investors held Simplify Health Care ETF (PINK) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $120M of Simplify Health Care ETF stock for Q3 2024, up 37% quarter-over-quarter.
  • 24 funds opened new Simplify Health Care ETF positions in Q3 2024 and 4 closed out, a net change of +20 holders.
  • The largest Simplify Health Care ETF buyer in Q3 2024 was LPL Financial, an estimated $13.3M added.
  • The largest Simplify Health Care ETF seller in Q3 2024 was Diversify Advisory Services, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.