Simplify High Yield ETF
CDX
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.
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: 24 → 26 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.55% less ownership
Funds ownership: 61.14% → 59.59% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$11.5M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$2.91M |
| 3 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$1.15M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.11M |
| 5 |
Jane Street
New York
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$5.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$510K |
| 3 |
Goldman Sachs
New York
|
-$398K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$88K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
-$63.9K |
CDX Hedge Fund Activity: Q1 2025 in Review
26 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q1 2025, worth a combined $90.2M — up 25% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CDX positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $11.5M. The largest seller was Truist Financial, exiting entirely with an estimated $5.22M sold.
- 26 institutional investors held Simplify High Yield ETF (CDX) as of Q1 2025, up from 24 in Q4 2024.
- Funds reported $90.2M of Simplify High Yield ETF stock for Q1 2025, up 25% quarter-over-quarter.
- 4 funds opened new Simplify High Yield ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Simplify High Yield ETF buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $11.5M added.
- The largest Simplify High Yield ETF seller in Q1 2025 was Truist Financial, an estimated $5.22M sold.
Based on aggregated 13F filings for Q1 2025.