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Simplify High Yield ETF

86 hedge funds and large institutions have $311M invested in Simplify High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $294M → $311M (+$17.2M)

3.99% more ownership

Funds ownership: 63.39%67.38% (+4%)

1% more funds holding

Funds holding: 8586 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
15
Increased
40
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$3.67M +$383K +17,440 +11%
SPIA
27
Steward Partners Investment Advisory
New York
$3.05M -$1.84M -83,613 -37%
FTS
28
Fifth Third Securities
Ohio
$2.78M +$327K +14,893 +13%
KWM
29
Kingsview Wealth Management
Oregon
$2.66M +$388K +17,656 +16%
PHS
30
Pekin Hardy Strauss
Illinois
$2.55M -$429K -19,521 -14%
Citadel Advisors
31
Citadel Advisors
Florida
$2.3M -$357K -16,263 -13%
IWA
32
Independent Wealth Advisors
North Carolina
$2.19M -$76K -3,458 -3%
Goldman Sachs
33
Goldman Sachs
New York
$2.14M +$2.2M +100,300 New
CWA
34
Centennial Wealth Advisory
Michigan
$2.09M +$169K +7,707 +9%
AIP
35
Almanack Investment Partners
Pennsylvania
$1.86M +$1.49M +67,801 +354%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.53M +$1.35M +61,317 +577%
SOS
37
Silver Oak Securities
Tennessee
$1.34M +$126K +5,740 +10%
SI
38
Stephens Inc
Arkansas
$1.29M -$74.1K -3,374 -5%
ASN
39
Advisory Services Network
Georgia
$1.27M +$94.9K +4,319 +8%
RA
40
RFG Advisory
Alabama
$1.22M -$265K -12,043 -17%
SF
41
Summit Financial
New Jersey
$1.12M -$1.89M -86,002 -62%
PAG
42
Private Advisor Group
New Jersey
$1.07M -$409K -18,595 -27%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$1.04M +$400K +18,200 +60%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$984K -$226K -10,275 -18%
MML Investors Services
45
MML Investors Services
Massachusetts
$919K -$8.66K -394 -0.9%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$879K +$1.21K +55 +0.1%
CW
47
CreativeOne Wealth
Kansas
$681K +$96.6K +4,395 +16%
BAM
48
Belpointe Asset Management
Nevada
$672K +$452K +20,554 +188%
CFG
49
Cooper Financial Group
California
$641K
ARC
50
Advisor Resource Council
Texas
$625K +$39.2K +1,783 +6%