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Simplify High Yield ETF
CDX

Overview Fund Activity

20 hedge funds and large institutions have $74.6M invested in Simplify High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
7
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$11.4M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$2.99M
3
MAWAG
3
Mid-American Wealth Advisory Group
Missouri
$1.51M
4
CWA
4
Centennial Wealth Advisory
Michigan
$1.16M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$766K

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$32.6M
2
AWA
2
Authentikos Wealth Advisory
California
$31.4K
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
SWM
4
SFG Wealth Management
Maryland
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$32.6M 1,374,907 -2,671,090 -66%
AWM
2
AE Wealth Management
Kansas
$11.4M 479,654 +462,157 +2,641%
PEA
3
Park Edge Advisors
Ohio
$10M 422,647 +30,862 +8%
Truist Financial
4
Truist Financial
North Carolina
$4.83M 203,511 +24,234 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.03M 169,548 +2,833 +2%
FHA
6
Flagship Harbor Advisors
Massachusetts
$2.99M 125,961 +125,961 New
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$1.51M 63,714 +63,714 New
SPIA
8
Steward Partners Investment Advisory
New York
$1.49M 62,667 +6,179 +11%
CWA
9
Centennial Wealth Advisory
Michigan
$1.16M 48,685 +48,685 New
AAS
10
Avantax Advisory Services
Texas
$936K 39,422 -2,843 -7%
BCI
11
Brinker Capital Investments
Pennsylvania
$895K 37,699 +6,320 +20%
OPS
12
Orion Portfolio Solutions
Nebraska
$895K 37,699 +6,320 +20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$766K 32,287 +32,287 New
LPL Financial
14
LPL Financial
California
$490K 20,657 +20,657 New
NWM
15
Napa Wealth Management
California
$433K 18,224 +18,224 New
PS
16
Principal Securities
Iowa
$48.3K 2,036 +2,036 New
AWA
17
Authentikos Wealth Advisory
California
$31.4K 1,321 -94,928 -99%
Osaic Holdings
18
Osaic Holdings
Arizona
$8.5K 358 -16 -4%
Morgan Stanley
19
Morgan Stanley
New York
$34 1 – –
Wolverine Trading
20
Wolverine Trading
Illinois
– – -32,915 Closed
SWM
21
SFG Wealth Management
Maryland
– – -22,976 Closed
Jane Street
22
Jane Street
New York
– – -9,226 Closed
UBS Group
23
UBS Group
Switzerland
– – -276 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$0 20 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –