Simplify High Yield ETF
CDX
68 hedge funds and large institutions have $218M invested in Simplify High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 2 reducing their positions, and 10 closing their positions.
1,500% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 2
220% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
78% more capital invested
Capital invested by funds: $122M → $218M (+$95.2M)
45% more funds holding
Funds holding: 47 → 68 (+21)
19.47% less ownership
Funds ownership: 76.61% → 57.14% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
+$17.3M |
| 2 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$11.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.61M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.82M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$2.91M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.24M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$605K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$477K |
| 5 |
CCC
Compass Capital Corp
Braintree,
Massachusetts
|
-$415K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMLT
76
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$41.2K | -1,766 | Closed |
|
77
Raymond James Financial
St Petersburg,
Florida
| – | -$24.2K | -1,037 | Closed |
|
CDX Hedge Fund Activity: Q3 2025 in Review
68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q3 2025, worth a combined $218M — up 78% from $122M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CDX positions and 10 closed out — a net gain of 22 holders — while 32 added to existing stakes and 2 trimmed.
The largest buyer was Altiora Financial Group, adding an estimated $17.3M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $2.91M sold.
- 68 institutional investors held Simplify High Yield ETF (CDX) as of Q3 2025, up from 47 in Q2 2025.
- Funds reported $218M of Simplify High Yield ETF stock for Q3 2025, up 78% quarter-over-quarter.
- 32 funds opened new Simplify High Yield ETF positions in Q3 2025 and 10 closed out, a net change of +22 holders.
- The largest Simplify High Yield ETF buyer in Q3 2025 was Altiora Financial Group, an estimated $17.3M added.
- The largest Simplify High Yield ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $2.91M sold.
Based on aggregated 13F filings for Q3 2025.