Simplify High Yield ETF
CDX
47 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.
367% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 6
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
81% more funds holding
Funds holding: 26 → 47 (+21)
36% more capital invested
Capital invested by funds: $90.2M → $122M (+$32.1M)
17.02% more ownership
Funds ownership: 59.59% → 76.61% (+17%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$66.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.98M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$8.09M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.88M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$29.8M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$5.38M |
| 3 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$1.9M |
| 4 |
Jane Street
New York
|
-$1.19M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$689K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| – | -$11K | -482 | Closed |
|
|
CCM
52
Coldstream Capital Management
Bellevue,
Washington
| – | -$2.55K | -111 | Closed |
|
CDX Hedge Fund Activity: Q2 2025 in Review
47 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q2 2025, worth a combined $122M — up 36% from $90.2M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CDX positions and 6 closed out — a net gain of 22 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $66.9M. The largest seller was Simplify Asset Management, exiting entirely with an estimated $29.8M sold.
- 47 institutional investors held Simplify High Yield ETF (CDX) as of Q2 2025, up from 26 in Q1 2025.
- Funds reported $122M of Simplify High Yield ETF stock for Q2 2025, up 36% quarter-over-quarter.
- 28 funds opened new Simplify High Yield ETF positions in Q2 2025 and 6 closed out, a net change of +22 holders.
- The largest Simplify High Yield ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $66.9M added.
- The largest Simplify High Yield ETF seller in Q2 2025 was Simplify Asset Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q2 2025.