Simplify High Yield ETF
CDX
24 hedge funds and large institutions have $72.4M invested in Simplify High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
20% more funds holding
Funds holding: 20 → 24 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.09% less ownership
Funds ownership: 61.23% → 61.14% (-0.09%)
3% less capital invested
Capital invested by funds: $74.6M → $72.4M (-$2.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.34M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$907K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$828K |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$749K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.75M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$333K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$333K |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$318K |
| 5 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$124K |
CDX Hedge Fund Activity: Q4 2024 in Review
24 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q4 2024, worth a combined $72.4M — down 2.9% from $74.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CDX positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Flagship Harbor Advisors, adding an estimated $1.34M. The largest seller was Simplify Asset Management, cutting an estimated $1.75M.
- 24 institutional investors held Simplify High Yield ETF (CDX) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $72.4M of Simplify High Yield ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
- 5 funds opened new Simplify High Yield ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Simplify High Yield ETF buyer in Q4 2024 was Flagship Harbor Advisors, an estimated $1.34M added.
- The largest Simplify High Yield ETF seller in Q4 2024 was Simplify Asset Management, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2024.