Simplify High Yield ETF
CDX
18 hedge funds and large institutions have $120M invested in Simplify High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
612% more capital invested
Capital invested by funds: $16.9M → $120M (+$104M)
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more funds holding
Funds holding: 11 → 18 (+7)
50.9% more ownership
Funds ownership: 26.35% → 77.26% (+51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$89.3M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$2.95M |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$2.21M |
| 5 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$219K |
| 2 |
RZH
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
-$214K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$18.9K |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$2.5K |
| 5 |
Morgan Stanley
New York
|
-$23 |
CDX Hedge Fund Activity: Q2 2024 in Review
18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q2 2024, worth a combined $120M — up 612% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CDX positions and 3 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $89.3M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $219K sold.
- 18 institutional investors held Simplify High Yield ETF (CDX) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $120M of Simplify High Yield ETF stock for Q2 2024, up 612% quarter-over-quarter.
- 10 funds opened new Simplify High Yield ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
- The largest Simplify High Yield ETF buyer in Q2 2024 was Simplify Asset Management, an estimated $89.3M added.
- The largest Simplify High Yield ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $219K sold.
Based on aggregated 13F filings for Q2 2024.