Simplify High Yield ETF
CDX
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.
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: 85 → 86 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$40.1M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$4.78M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$3.34M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.8M |
| 5 |
Goldman Sachs
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$4.87M |
| 2 |
Jane Street
New York
|
-$4.55M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.33M |
| 4 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$3.86M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -45 | Closed |
|
CDX Hedge Fund Activity: Q1 2026 in Review
86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q1 2026, worth a combined $311M — up 5.8% from $294M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CDX positions and 14 closed out — a net gain of 1 holder — while 40 added to existing stakes and 25 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $40.1M. The largest seller was Kensington Asset Management, exiting entirely with an estimated $4.87M sold.
- 86 institutional investors held Simplify High Yield ETF (CDX) as of Q1 2026, up from 85 in Q4 2025.
- Funds reported $311M of Simplify High Yield ETF stock for Q1 2026, up 5.8% quarter-over-quarter.
- 15 funds opened new Simplify High Yield ETF positions in Q1 2026 and 14 closed out, a net change of +1 holder.
- The largest Simplify High Yield ETF buyer in Q1 2026 was Signature Estate & Investment Advisors, an estimated $40.1M added.
- The largest Simplify High Yield ETF seller in Q1 2026 was Kensington Asset Management, an estimated $4.87M sold.
Based on aggregated 13F filings for Q1 2026.