Simplify High Yield ETF
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.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
32% more capital invested
Capital invested by funds: $12.8M → $16.9M (+$4.08M)
22% more funds holding
Funds holding: 9 → 11 (+2)
4.29% more ownership
Funds ownership: 22.06% → 26.35% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$5.37M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$369K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$220K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$167K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$2.31M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PEA
1
Park Edge Advisors
Cleveland,
Ohio
| $7.66M | +$5.37M | +233,241 | +232% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.72M | +$52.6K | +2,284 | +1% |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $3.44M | -$2.31M | -100,300 | -40% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $988K | +$166K | +7,200 | +20% |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $368K | +$369K | +16,036 | New |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $315K | +$167K | +7,258 | +112% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $219K | +$220K | +9,558 | New |
|
|
RZH
8
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $214K | +$3.25K | +141 | +2% |
|
|
HCA
9
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2.5K | – | – | – |
|
10
Morgan Stanley
New York
| $54 | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| – | -$1.94K | -85 | Closed |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$460 | +20 | New |
|
CDX Hedge Fund Activity: Q1 2024 in Review
11 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q1 2024, worth a combined $16.9M — up 32% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CDX positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Park Edge Advisors, adding an estimated $5.37M. The largest seller was Simplify Asset Management, cutting an estimated $2.31M.
- 11 institutional investors held Simplify High Yield ETF (CDX) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $16.9M of Simplify High Yield ETF stock for Q1 2024, up 32% quarter-over-quarter.
- 3 funds opened new Simplify High Yield ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Simplify High Yield ETF buyer in Q1 2024 was Park Edge Advisors, an estimated $5.37M added.
- The largest Simplify High Yield ETF seller in Q1 2024 was Simplify Asset Management, an estimated $2.31M sold.
Based on aggregated 13F filings for Q1 2024.