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Simplify High Yield ETF
CDX

Overview Fund Activity

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.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
11
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$4.01M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$2.24M
3
Truist Financial
3
Truist Financial
North Carolina
$5.22M
4
SWM
4
SFG Wealth Management
Maryland
$704K
5
AWM
5
AE Wealth Management
Kansas
$11.1M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$28.3M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$509K
3
OPS
3
Orion Portfolio Solutions
Nebraska
$509K
4
PEA
4
Park Edge Advisors
Ohio
$8.92M
5
CWA
5
Centennial Wealth Advisory
Michigan
$946K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Simplify Asset Management
Nevada
$28.3M 1,299,393 -75,514 -5%
AWM
2
AE Wealth Management
Kansas
$11.1M 510,060 +30,406 +6%
PEA
3
Park Edge Advisors
Ohio
$8.92M 408,930 -13,717 -3%
Truist Financial
4
Truist Financial
North Carolina
$5.22M 239,171 +35,660 +18%
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.01M 183,702 +57,741 +46%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.84M 175,977 +6,429 +4%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$2.24M 102,798 +39,084 +61%
SPIA
8
Steward Partners Investment Advisory
New York
$1.81M 82,930 +20,263 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.1M 50,406 +18,119 +56%
CWA
10
Centennial Wealth Advisory
Michigan
$946K 43,356 -5,329 -11%
AAS
11
Avantax Advisory Services
Texas
$828K 37,954 -1,468 -4%
SWM
12
SFG Wealth Management
Maryland
$704K 32,285 +32,285 New
NWM
13
Napa Wealth Management
California
$567K 26,007 +7,783 +43%
LPL Financial
14
LPL Financial
California
$564K 25,853 +5,196 +25%
OPS
15
Orion Portfolio Solutions
Nebraska
$509K 23,344 -14,355 -38%
BCI
16
Brinker Capital Investments
Pennsylvania
$509K 23,344 -14,355 -38%
Goldman Sachs
17
Goldman Sachs
New York
$398K 18,239 +18,239 New
SF
18
Summit Financial
New Jersey
$383K 17,556 +17,556 New
Jane Street
19
Jane Street
New York
$352K 16,118 +16,118 New
PS
20
Principal Securities
Iowa
$44.4K 2,036 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$9.51K 436 +78 +22%
Q1WB
22
Quest 10 Wealth Builders
Virginia
$1.96K 90 +90 New
Morgan Stanley
23
Morgan Stanley
New York
$67 3 +2 +200%
AWA
24
Authentikos Wealth Advisory
California
– – -1,321 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2