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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
CFG
51
Cooper Financial Group
California
$669K +$679K +30,024 New
GCM
52
GKV Capital Management
California
$617K +$627K +27,705 New
CW
53
CreativeOne Wealth
Kansas
$613K -$122K -5,416 -16%
ARC
54
Advisor Resource Council
Texas
$609K +$623K +27,526 New
OMC
55
Old Mission Capital
Illinois
$571K +$580K +25,646 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$485K +$213K +9,431 +76%
LSIA
57
LaSalle St. Investment Advisors
Illinois
$429K +$149K +6,587 +52%
AIP
58
Almanack Investment Partners
Pennsylvania
$427K +$187K +8,287 +76%
KAS
59
Kestra Advisory Services
Texas
$390K +$1.56K +69 +0.4%
HF
60
HRT Financial
New York
$379K +$386K +17,054 New
TW
61
Trajan Wealth
Arizona
$349K -$51K -2,256 -13%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$334K +$339K +14,983 New
SG
63
StoneX Group
New York
$313K +$318K +14,044 New
HCA
64
Heck Capital Advisors
Wisconsin
$289K +$23.3K +1,030 +9%
MA
65
MBA Advisors
Pennsylvania
$252K +$256K +11,312 New
BAM
66
Belpointe Asset Management
Nevada
$244K +$11.1K +489 +5%
GA
67
GFS Advisors
Texas
$242K +$246K +10,875 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$237K -$993K -43,887 -81%
BCG
69
BayBridge Capital Group
California
$228K +$15.3K +675 +7%
TCM
70
Triumph Capital Management
Colorado
$217K +$6.67K +295 +3%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$180K +$90.5K +4,000 +98%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$120K +$122K +5,410 New
NS
73
NBC Securities
Alabama
$41.9K +$42.5K +1,881 New
CA
74
Clearstead Advisors
Ohio
$38K +$38.6K +1,705 New
PTC
75
Private Trust Company
Ohio
$30.1K +$30.6K +1,353 New