We are live on ! Find out more
CDX icon

Simplify High Yield ETF

26 hedge funds and large institutions have $90.2M invested in Simplify High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $72.4M → $90.2M (+$17.8M)

8% more funds holding

Funds holding: 2426 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.55% less ownership

Funds ownership: 61.14%59.59% (-1.6%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$29.8M
AWM
2
AE Wealth Management
Kansas
$12.8M +$1.11M +49,214 +10%
PCIA
3
Prime Capital Investment Advisors
Kansas
$11.7M +$11.5M +510,705 New
PEA
4
Park Edge Advisors
Ohio
$9.81M +$426K +18,871 +5%
FHA
5
Flagship Harbor Advisors
Massachusetts
$5.04M +$809K +35,796 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.1M +$66.1K +2,925 +2%
SF
7
Summit Financial
New Jersey
$3.35M +$2.91M +128,693 +733%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$2.98M +$612K +27,097 +26%
SWM
9
SFG Wealth Management
Maryland
$1.9M +$1.15M +50,722 +157%
SPIA
10
Steward Partners Investment Advisory
New York
$1.81M -$88K -3,894 -5%
CWA
11
Centennial Wealth Advisory
Michigan
$1.22M +$226K +9,996 +23%
Jane Street
12
Jane Street
New York
$1.19M +$810K +35,846 +222%
AAS
13
Avantax Advisory Services
Texas
$961K +$89.2K +3,948 +10%
LPL Financial
14
LPL Financial
California
$748K +$153K +6,754 +26%
BCI
15
Brinker Capital Investments
Pennsylvania
$743K +$205K +9,052 +39%
OPS
16
Orion Portfolio Solutions
Nebraska
$743K +$205K +9,052 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$639K -$510K -22,571 -45%
NWM
18
Napa Wealth Management
California
$532K -$63.9K -2,827 -11%
PS
19
Principal Securities
Iowa
$44.4K
AssetMark Inc
20
AssetMark Inc
California
$18.4K +$18.2K +804 New
Jones Financial Companies
21
Jones Financial Companies
Missouri
$11K +$10.9K +482 New
CCM
22
Coldstream Capital Management
Washington
$2.55K +$2.51K +111 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$1.86K -$203 -9 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$551 -$9.31K -412 -94%
Morgan Stanley
25
Morgan Stanley
New York
$39 -$45 -2 -67%