Simplify High Yield ETF
CDX
CDX
11 hedge funds and large institutions have $16.9M invested in Simplify High Yield ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SAM
1
Simplify Asset Management
Las Vegas,
Nevada
|
$3.44M |
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $7.66M | 333,945 | +233,241 | +232% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.72M | 162,228 | +2,284 | +1% |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $3.44M | 149,854 | -100,300 | -40% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $988K | 43,088 | +7,200 | +20% |
|
5
Truist Financial
Charlotte,
North Carolina
| $368K | 16,036 | +16,036 | New |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $315K | 13,732 | +7,258 | +112% |
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $219K | 9,558 | +9,558 | New |
|
|
RZH
8
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $214K | 9,329 | +141 | +2% |
|
|
HCA
9
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2.5K | 109 | – | – |
|
10
Morgan Stanley
New York
| $54 | 2 | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| – | – | -85 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $0 | 20 | +20 | New |
|