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Simplify High Yield ETF
CDX

Overview Fund Activity

17 hedge funds and large institutions have $117M invested in Simplify High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Simplify Asset Management
Nevada
$92.9M
2
Truist Financial
2
Truist Financial
North Carolina
$4.12M
3
AWA
3
Authentikos Wealth Advisory
California
$2M
4
PEA
4
Park Edge Advisors
Ohio
$9M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.3M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
RZH
2
Relyea Zuckerberg Hanson
Connecticut
$0
3
AAS
3
Avantax Advisory Services
Texas
$971K
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$32
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$92.9M 4,045,997 +3,896,143 +2,600%
PEA
2
Park Edge Advisors
Ohio
$9M 391,785 +57,840 +17%
Truist Financial
3
Truist Financial
North Carolina
$4.12M 179,277 +163,241 +1,018%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.83M 166,715 +4,487 +3%
AWA
5
Authentikos Wealth Advisory
California
$2M 96,249 +96,249 New
SPIA
6
Steward Partners Investment Advisory
New York
$1.3M 56,488 +42,756 +311%
AAS
7
Avantax Advisory Services
Texas
$971K 42,265 -823 -2%
Wolverine Trading
8
Wolverine Trading
Illinois
$756K 32,915 +32,915 New
OPS
9
Orion Portfolio Solutions
Nebraska
$721K 31,379 +31,379 New
BCI
10
Brinker Capital Investments
Pennsylvania
$721K 31,379 +31,379 New
SWM
11
SFG Wealth Management
Maryland
$528K 22,976 +22,976 New
AWM
12
AE Wealth Management
Kansas
$402K 17,497 +17,497 New
Jane Street
13
Jane Street
New York
$212K 9,226 +9,226 New
Osaic Holdings
14
Osaic Holdings
Arizona
$8.59K 374 +374 New
UBS Group
15
UBS Group
Switzerland
$6.34K 276 +276 New
Morgan Stanley
16
Morgan Stanley
New York
$32 1 -1 -50%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
– – -9,558 Closed
RZH
18
Relyea Zuckerberg Hanson
Connecticut
– – -9,329 Closed
HCA
19
Heck Capital Advisors
Wisconsin
– – -109 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$0 20 – –
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –