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Simplify High Yield ETF

68 hedge funds and large institutions have $218M invested in Simplify High Yield ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 2 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.9M
AFG
2
Altiora Financial Group
Ohio
$23M
LPL Financial
3
LPL Financial
California
$18.2M
PEA
4
Park Edge Advisors
Ohio
$16.5M
IWS
5
Insight Wealth Strategies
California
$11.8M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$8.65M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.56M
NW
8
NewEdge Wealth
Pennsylvania
$7.82M
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.66M
FHA
10
Flagship Harbor Advisors
Massachusetts
$5.64M
NA
11
NewEdge Advisors
Louisiana
$4.81M
KAM
12
Kensington Asset Management
Texas
$4.59M
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$4.47M
SPIA
14
Steward Partners Investment Advisory
New York
$4.36M
SNB
15
Security National Bank
Nebraska
$4.1M
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$4.09M
RA
17
RiverTree Advisors
Florida
$3.99M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.84M
SW
19
SlateStone Wealth
Florida
$3.77M
PHS
20
Pekin Hardy Strauss
Illinois
$3.29M
DWM
21
Drive Wealth Management
Utah
$3.08M
SF
22
Summit Financial
New Jersey
$2.89M
AWA
23
Adapt Wealth Advisors
Georgia
$2.84M
FTS
24
Fifth Third Securities
Ohio
$2.65M
PS
25
Principal Securities
Iowa
$2.53M