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Simplify Health Care ETF

48 hedge funds and large institutions have $81.7M invested in Simplify Health Care ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$16.9M +$1.35M +45,973 +9%
GIA
2
Gladstone Institutional Advisory
Florida
$16.7M -$787K -26,848 -4%
LPL Financial
3
LPL Financial
California
$7.11M +$4.02M +137,239 +130%
FGA
4
Fortis Group Advisors
New Jersey
$5.99M -$314K -10,723 -5%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.05M +$3.85M +131,391 +322%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$4.96M +$1.31M +44,790 +36%
LDB
7
Lee, Danner & Bass
Tennessee
$4.33M -$35.7K -1,218 -0.8%
CWM
8
Copia Wealth Management
Oregon
$2.44M +$105K +3,588 +5%
SIM
9
Stratos Investment Management
Ohio
$1.64M +$1.64M +56,063 New
IAA
10
Ironsides Asset Advisors
North Carolina
$1.35M +$507K +17,291 +60%
HP
11
Haven Private
Florida
$1.15M +$319K +10,878 +38%
AFP
12
Ausdal Financial Partners
Iowa
$1.12M -$1.25M -42,679 -53%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.08M +$184K +6,275 +20%
SWA
14
Stratos Wealth Advisors
Ohio
$1.03M +$628K +21,435 +155%
RA
15
Rational Advisors
New York
$1.03M +$1.03M +35,000 New
WA
16
WESPAC Advisors
California
$893K +$893K +30,478 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$779K -$220K -7,508 -22%
Citadel Advisors
18
Citadel Advisors
Florida
$732K +$732K +24,974 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$613K +$98.7K +3,365 +19%
PAG
20
Private Advisor Group
New Jersey
$532K -$7.3K -249 -1%
GA
21
GFS Advisors
Texas
$531K +$35.2K +1,200 +7%
M&T Bank
22
M&T Bank
New York
$507K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$478K -$8.33K -284 -2%
SB
24
Strategic Blueprint
Georgia
$477K +$477K +16,277 New
Two Sigma Investments
25
Two Sigma Investments
New York
$448K +$448K +15,300 New