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Simplify Health Care ETF

50 hedge funds and large institutions have $77.5M invested in Simplify Health Care ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% more ownership

Funds ownership: 49.33%53.86% (+4.5%)

22% less funds holding

Funds holding: 6450 (-14)

36% less capital invested

Capital invested by funds: $120M → $77.5M (-$42.9M)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

64% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 25

Holders
50
Holders Change
-14
Holders Change %
-21.88%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
25
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Gladstone Institutional Advisory
Florida
$17.7M -$1.65M -52,488 -8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$3.98M +126,379 +31%
FGA
3
Fortis Group Advisors
New Jersey
$6.38M -$217K -6,882 -3%
LDB
4
Lee, Danner & Bass
Tennessee
$4.41M +$44.4K +1,410 +1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$3.69M +$1.48M +46,945 +61%
LPL Financial
6
LPL Financial
California
$3.12M -$18.9M -599,234 -85%
BFF
7
Byrne Financial Freedom
Massachusetts
$3.05M +$3.24M +102,940 New
AFP
8
Ausdal Financial Partners
Iowa
$2.4M +$778K +24,723 +44%
CWM
9
Copia Wealth Management
Oregon
$2.36M +$2.5M +79,541 New
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.78M -$31.5K -1,000 -2%
TC
11
TAP Consulting
Missouri
$1.52M -$457K -14,500 -22%
SA
12
Sanctuary Advisors
Indiana
$1.47M +$272K +8,632 +22%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.21M -$1.15M -36,449 -47%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.01M -$432K -13,710 -29%
Osaic Holdings
15
Osaic Holdings
Arizona
$911K -$147K -4,678 -13%
IAA
16
Ironsides Asset Advisors
North Carolina
$853K -$226K -7,170 -20%
HP
17
Haven Private
Florida
$839K +$891K +28,299 New
FPW
18
Flagship Private Wealth
Massachusetts
$741K -$62.8K -1,995 -7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$550K -$1.61M -51,145 -73%
PAG
20
Private Advisor Group
New Jersey
$546K -$964K -30,608 -62%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$526K +$559K +17,745 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$520K -$262K -8,314 -32%
M&T Bank
23
M&T Bank
New York
$513K
GA
24
GFS Advisors
Texas
$501K +$532K +16,900 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$497K +$98.5K +3,127 +23%

PINK Hedge Fund Activity: Q4 2024 in Review

50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Simplify Health Care ETF (PINK) for Q4 2024, worth a combined $77.5M — down 36% from $120M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PINK and 9 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 9 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.98M. The largest seller was LPL Financial, cutting an estimated $18.9M.

  • 50 institutional investors held Simplify Health Care ETF (PINK) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $77.5M of Simplify Health Care ETF stock for Q4 2024, down 36% quarter-over-quarter.
  • 9 funds opened new Simplify Health Care ETF positions in Q4 2024 and 23 closed out, a net change of -14 holders.
  • The largest Simplify Health Care ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $3.98M added.
  • The largest Simplify Health Care ETF seller in Q4 2024 was LPL Financial, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2024.