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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
AW
51
Ankerstar Wealth
Texas
$593K -$1.92M -87,557 -76%
WAM
52
Worth Asset Management
Texas
$565K -$437K -19,867 -43%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$516K +$52.5K +2,391 +11%
MG
54
Mather Group
Illinois
$461K +$474K +21,580 New
PAS
55
Park Avenue Securities
New York
$451K +$464K +21,135 New
FCA
56
Fortis Capital Advisors
Kansas
$429K +$442K +20,106 New
LSIA
57
LaSalle St. Investment Advisors
Illinois
$406K -$6.15K -280 -1%
KAS
58
Kestra Advisory Services
Texas
$391K +$18.3K +831 +5%
WAM
59
WealthCare Asset Management
Missouri
$359K +$369K +16,801 New
TW
60
Trajan Wealth
Arizona
$311K -$24.1K -1,095 -7%
HCA
61
Heck Capital Advisors
Wisconsin
$302K +$26.4K +1,200 +9%
GA
62
GFS Advisors
Texas
$259K +$27.5K +1,250 +11%
MA
63
MBA Advisors
Pennsylvania
$246K +$5.16K +235 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$243K +$251K +11,401 New
BCG
65
BayBridge Capital Group
California
$228K
TCM
66
Triumph Capital Management
Colorado
$211K +$2.42K +110 +1%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$204K -$638K -29,022 -75%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$194K +$81.2K +3,696 +68%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$173K
RIA
70
Realta Investment Advisors
Delaware
$172K +$178K +8,080 New
NS
71
NBC Securities
Alabama
$77K +$38K +1,729 +92%
UBS Group
72
UBS Group
Switzerland
$36.2K +$34.2K +1,557 +1,120%
GSEP
73
Golden State Equity Partners
California
$14.3K +$14.7K +670 New
Wells Fargo
74
Wells Fargo
California
$11.8K -$14.2K -644 -54%
GTAM
75
Global Trust Asset Management
Florida
$10.7K +$11K +500 New