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Simplify High Yield ETF

85 hedge funds and large institutions have $294M invested in Simplify High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more capital invested

Capital invested by funds: $218M → $294M (+$76.5M)

25% more funds holding

Funds holding: 6885 (+17)

6.25% more ownership

Funds ownership: 57.14%63.39% (+6.2%)

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
45
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$3.44M +$1.31M +58,010 +60%
WWA
27
WCG Wealth Advisors
Nevada
$3.43M +$2.56M +113,040 +275%
PHS
28
Pekin Hardy Strauss
Illinois
$3.1M -$102K -4,516 -3%
SF
29
Summit Financial
New Jersey
$3.08M +$283K +12,532 +10%
RA
30
RiverTree Advisors
Florida
$2.88M -$1.01M -44,443 -26%
Citadel Advisors
31
Citadel Advisors
Florida
$2.76M +$2.43M +107,640 +662%
FTS
32
Fifth Third Securities
Ohio
$2.57M +$1.51K +67 +0.1%
AW
33
Ankerstar Wealth
Texas
$2.57M +$2.61M +115,326 New
KWM
34
Kingsview Wealth Management
Oregon
$2.38M +$1.05M +46,291 +76%
IWA
35
Independent Wealth Advisors
North Carolina
$2.36M +$2.39M +105,848 New
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$2.2M +$1.48M +65,284 +196%
CWA
37
Centennial Wealth Advisory
Michigan
$2.01M +$149K +6,608 +8%
RA
38
RFG Advisory
Alabama
$1.54M +$252K +11,160 +19%
PAG
39
Private Advisor Group
New Jersey
$1.53M -$85.8K -3,795 -5%
SI
40
Stephens Inc
Arkansas
$1.42M -$699K -30,921 -33%
SOS
41
Silver Oak Securities
Tennessee
$1.28M -$21.1K -932 -2%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.26M +$1.28M +56,374 New
WWM
43
Whalen Wealth Management
Nevada
$1.25M -$1.04M -46,145 -45%
ASN
44
Advisory Services Network
Georgia
$1.22M +$1.24M +54,974 New
WAM
45
Worth Asset Management
Texas
$1.03M +$604K +26,714 +136%
MML Investors Services
46
MML Investors Services
Massachusetts
$968K +$175K +7,740 +22%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$916K +$87.4K +3,865 +10%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$859K -$905 -40 -0.1%
KPWS
49
Kestra Private Wealth Services
Texas
$850K +$45.4K +2,007 +6%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$676K +$170K +7,500 +33%