Simplify High Yield ETF
CDX
CDX
9 hedge funds and large institutions have $12.8M invested in Simplify High Yield ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Jane Street
New York
|
$0 |
| 2 |
SAM
2
Simplify Asset Management
Las Vegas,
Nevada
|
$5.71M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$0 |
| 4 |
IA
4
IFP Advisors
Tampa,
Florida
|
$1.94K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
| $5.71M | 250,154 | -23,256 | -9% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.65M | 159,944 | +58,726 | +58% |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $2.3M | 100,704 | +23,479 | +30% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $819K | 35,888 | +12,974 | +57% |
|
|
RZH
5
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $210K | 9,188 | +9,188 | New |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $148K | 6,474 | +6,474 | New |
|
|
HCA
7
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2.49K | 109 | +109 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $1.94K | 85 | -33 | -28% |
|
9
Morgan Stanley
New York
| $70 | 2 | +2 | New |
|
|
10
Jane Street
New York
| – | – | -63,183 | Closed |
|
|
11
JPMorgan Chase & Co
New York
| – | – | -18,775 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|