Simplify High Yield ETF
CDX
2 hedge funds and large institutions have $28.7M invested in Simplify High Yield ETF in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
20% more capital invested
Capital invested by funds: $23.8M → $28.7M (+$4.84M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$7.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $28.7M | +$7.51M | +321,264 | +33% |
|
|
2
UBS Group
Zurich,
Switzerland
| $3K | -$3.67K | -157 | -57% |
|
|
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -200 | Closed |
|
CDX Hedge Fund Activity: Q2 2022 in Review
2 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q2 2022, worth a combined $28.7M — up 20% from $23.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of CDX and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Simplify Asset Management, adding an estimated $7.51M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $5K sold.
- 2 institutional investors held Simplify High Yield ETF (CDX) as of Q2 2022, down from 3 in Q1 2022.
- Funds reported $28.7M of Simplify High Yield ETF stock for Q2 2022, up 20% quarter-over-quarter.
- 0 funds opened new Simplify High Yield ETF positions in Q2 2022 and 1 closed out, a net change of -1 holder.
- The largest Simplify High Yield ETF buyer in Q2 2022 was Simplify Asset Management, an estimated $7.51M added.
- The largest Simplify High Yield ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $5K sold.
Based on aggregated 13F filings for Q2 2022.