CDX icon

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
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$3.44M
WWA
27
WCG Wealth Advisors
Nevada
$3.43M
PHS
28
Pekin Hardy Strauss
Illinois
$3.1M
SF
29
Summit Financial
New Jersey
$3.08M
RA
30
RiverTree Advisors
Florida
$2.88M
Citadel Advisors
31
Citadel Advisors
Florida
$2.76M
FTS
32
Fifth Third Securities
Ohio
$2.57M
AW
33
Ankerstar Wealth
Texas
$2.57M
KWM
34
Kingsview Wealth Management
Oregon
$2.38M
IWA
35
Independent Wealth Advisors
North Carolina
$2.36M
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$2.2M
CWA
37
Centennial Wealth Advisory
Michigan
$2.01M
RA
38
RFG Advisory
Alabama
$1.54M
PAG
39
Private Advisor Group
New Jersey
$1.53M
SI
40
Stephens Inc
Arkansas
$1.42M
SOS
41
Silver Oak Securities
Tennessee
$1.28M
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.26M
WWM
43
Whalen Wealth Management
Nevada
$1.25M
ASN
44
Advisory Services Network
Georgia
$1.22M
WAM
45
Worth Asset Management
Texas
$1.03M
MML Investors Services
46
MML Investors Services
Massachusetts
$968K
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$916K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$859K
KPWS
49
Kestra Private Wealth Services
Texas
$850K
TWC
50
TD Waterhouse Canada
Ontario, Canada
$676K