Simplify High Yield ETF
CDX
5 hedge funds and large institutions have $13.3M invested in Simplify High Yield ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
44% more capital invested
Capital invested by funds: $9.24M → $13.3M (+$4.07M)
25% more funds holding
Funds holding: 4 → 5 (+1)
5.25% more ownership
Funds ownership: 24.07% → 29.32% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.5M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$974K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$324K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.69K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $9.82M | +$974K | +44,369 | +11% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.48M | +$3.5M | +159,475 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $6.83K | -$4.8K | -219 | -41% |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.55K | +$2.57K | +117 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $1.74K | -$8.69K | -396 | -83% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| – | -$324K | -14,775 | Closed |
|
CDX Hedge Fund Activity: Q2 2023 in Review
5 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q2 2023, worth a combined $13.3M — up 44% from $9.24M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CDX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $3.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $324K sold.
- 5 institutional investors held Simplify High Yield ETF (CDX) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $13.3M of Simplify High Yield ETF stock for Q2 2023, up 44% quarter-over-quarter.
- 2 funds opened new Simplify High Yield ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Simplify High Yield ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $3.5M added.
- The largest Simplify High Yield ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $324K sold.
Based on aggregated 13F filings for Q2 2023.