Simplify High Yield ETF
CDX
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 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
11% more funds holding
Funds holding: 18 → 20 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16.03% less ownership
Funds ownership: 77.26% → 61.23% (-16%)
38% less capital invested
Capital invested by funds: $120M → $74.6M (-$45.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.9M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$1.5M |
| 3 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$1.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$762K |
| 5 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$63M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.24M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$756K |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$528K |
| 5 |
Jane Street
New York
|
-$212K |
CDX Hedge Fund Activity: Q3 2024 in Review
20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q3 2024, worth a combined $74.6M — down 38% from $120M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CDX positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.9M. The largest seller was Simplify Asset Management, cutting an estimated $63M.
- 20 institutional investors held Simplify High Yield ETF (CDX) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $74.6M of Simplify High Yield ETF stock for Q3 2024, down 38% quarter-over-quarter.
- 6 funds opened new Simplify High Yield ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest Simplify High Yield ETF buyer in Q3 2024 was AE Wealth Management, an estimated $10.9M added.
- The largest Simplify High Yield ETF seller in Q3 2024 was Simplify Asset Management, an estimated $63M sold.
Based on aggregated 13F filings for Q3 2024.