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Simplify Health Care ETF
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Overview Fund Activity

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
Holders
50
Holders Change
-14
Holders Change %
-21.88%
% of All Funds
0.67%
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
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.7M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.69M
3
AFP
3
Ausdal Financial Partners
Iowa
$2.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$526K
5
GA
5
GFS Advisors
Texas
$501K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3.12M
2
DAS
2
Diversify Advisory Services
Utah
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
PCA
4
Prosperity Capital Advisors
Ohio
$0
5
GIA
5
Gladstone Institutional Advisory
Florida
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1
Gladstone Institutional Advisory
Florida
$17.7M -$1.56M -52,488 -8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$3.75M +126,379 +31%
FGA
3
Fortis Group Advisors
New Jersey
$6.38M -$204K -6,882 -3%
LDB
4
Lee, Danner & Bass
Tennessee
$4.41M +$41.8K +1,410 +1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$3.69M +$1.39M +46,945 +61%
LPL Financial
6
LPL Financial
California
$3.12M -$17.8M -599,234 -85%
BFF
7
Byrne Financial Freedom
Massachusetts
$3.05M +$3.05M +102,940 New
AFP
8
Ausdal Financial Partners
Iowa
$2.4M +$733K +24,723 +44%
CWM
9
Copia Wealth Management
Oregon
$2.36M +$2.36M +79,541 New
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.78M -$29.7K -1,000 -2%
TC
11
TAP Consulting
Missouri
$1.52M -$430K -14,500 -22%
SA
12
Sanctuary Advisors
Indiana
$1.47M +$267K +8,632 +22%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.21M -$1.08M -36,449 -47%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.01M -$407K -13,710 -29%
Osaic Holdings
15
Osaic Holdings
Arizona
$911K -$139K -4,678 -13%
IAA
16
Ironsides Asset Advisors
North Carolina
$853K -$213K -7,170 -20%
HP
17
Haven Private
Florida
$839K +$839K +28,299 New
FPW
18
Flagship Private Wealth
Massachusetts
$741K -$59.2K -1,995 -7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$550K -$1.52M -51,145 -73%
PAG
20
Private Advisor Group
New Jersey
$546K -$908K -30,608 -62%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$526K +$526K +17,745 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$520K -$247K -8,314 -32%
M&T Bank
23
M&T Bank
New York
$513K – – –
GA
24
GFS Advisors
Texas
$501K +$501K +16,900 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$497K +$92.8K +3,127 +23%
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