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Simplify High Yield ETF
CDX

Overview Fund Activity

46 hedge funds and large institutions have $122M invested in Simplify High Yield ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+20
Holders Change %
+76.92%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
13
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.07M
2
NW
NewEdge Wealth
Pennsylvania
+$8.14M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.89M
4
AWM
AE Wealth Management
Kansas
+$7.08M
5
AFG
Altiora Financial Group
Ohio
+$5.84M

Top Sellers

1
SAM
Simplify Asset Management
Nevada
-$29.8M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$5.43M
3
SWM
SFG Wealth Management
Maryland
-$1.9M
4
Jane Street
Jane Street
New York
-$1.19M
5
SF
Summit Financial
New Jersey
-$697K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.1M +$7.08M +303,406 +54%
PEA
2
Park Edge Advisors
Ohio
$14.3M +$4.32M +185,176 +43%
LPL Financial
3
LPL Financial
California
$9.83M +$9.07M +388,996 +1,193%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.6M +$4.43M +189,992 +106%
NW
5
NewEdge Wealth
Pennsylvania
$8.14M +$8.14M +350,507 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.89M +$7.89M +341,577 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$6.48M -$5.43M -233,011 -46%
AFG
8
Altiora Financial Group
Ohio
$5.84M +$5.84M +250,417 New
FHA
9
Flagship Harbor Advisors
Massachusetts
$5.25M +$132K +5,657 +3%
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$4.12M +$1.09M +46,845 +36%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$3.89M +$3.89M +166,736 New
PCP
12
Proficio Capital Partners
Massachusetts
$2.91M +$2.91M +2,900,460 New
SF
13
Summit Financial
New Jersey
$2.71M -$697K -29,870 -20%
PHS
14
Pekin Hardy Strauss
Illinois
$2.21M +$2.21M +94,731 New
PAG
15
Private Advisor Group
New Jersey
$2.18M +$2.18M +93,318 New
SPIA
16
Steward Partners Investment Advisory
New York
$1.96M +$120K +5,142 +7%
CWA
17
Centennial Wealth Advisory
Michigan
$1.88M +$631K +27,069 +51%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.63M +$979K +41,978 +151%
BCM
19
Brookstone Capital Management
Illinois
$1.24M +$1.24M +53,230 New
WWM
20
Whalen Wealth Management
Nevada
$1.15M +$1.15M +49,467 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.09M +$1.09M +46,528 New
PS
22
Principal Securities
Iowa
$1.01M +$959K +41,122 +2,020%
AAS
23
Avantax Advisory Services
Texas
$997K +$20K +858 +2%
KPWS
24
Kestra Private Wealth Services
Texas
$825K +$825K +35,359 New
Wolverine Trading
25
Wolverine Trading
Illinois
$605K +$605K +26,131 New
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