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Simplify High Yield ETF

46 hedge funds and large institutions have $122M invested in Simplify High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+20
Holders Change %
+76.92%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
13
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.1M 862,680 +303,406 +54%
PEA
2
Park Edge Advisors
Ohio
$14.3M 612,977 +185,176 +43%
LPL Financial
3
LPL Financial
California
$9.83M 421,603 +388,996 +1,193%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.6M 368,894 +189,992 +106%
NW
5
NewEdge Wealth
Pennsylvania
$8.14M 350,507 +350,507 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.89M 341,577 +341,577 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$6.48M 277,694 -233,011 -46%
AFG
8
Altiora Financial Group
Ohio
$5.84M 250,417 +250,417 New
FHA
9
Flagship Harbor Advisors
Massachusetts
$5.25M 225,155 +5,657 +3%
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$4.12M 176,740 +46,845 +36%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$3.89M 166,736 +166,736 New
PCP
12
Proficio Capital Partners
Massachusetts
$2.91M 2,900,460 +2,900,460 New
SF
13
Summit Financial
New Jersey
$2.71M 116,379 -29,870 -20%
PHS
14
Pekin Hardy Strauss
Illinois
$2.21M 94,731 +94,731 New
PAG
15
Private Advisor Group
New Jersey
$2.18M 93,318 +93,318 New
SPIA
16
Steward Partners Investment Advisory
New York
$1.96M 84,178 +5,142 +7%
CWA
17
Centennial Wealth Advisory
Michigan
$1.88M 80,421 +27,069 +51%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.63M 69,813 +41,978 +151%
BCM
19
Brookstone Capital Management
Illinois
$1.24M 53,230 +53,230 New
WWM
20
Whalen Wealth Management
Nevada
$1.15M 49,467 +49,467 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.09M 46,528 +46,528 New
PS
22
Principal Securities
Iowa
$1.01M 43,158 +41,122 +2,020%
AAS
23
Avantax Advisory Services
Texas
$997K 42,760 +858 +2%
KPWS
24
Kestra Private Wealth Services
Texas
$825K 35,359 +35,359 New
Wolverine Trading
25
Wolverine Trading
Illinois
$605K 26,131 +26,131 New