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Simplify High Yield ETF
CDX

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

1,500% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 2

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

78% more capital invested

Capital invested by funds: $122M → $218M (+$95.2M)

45% more funds holding

Funds holding: 47 → 68 (+21)

19.47% less ownership

Funds ownership: 76.61% → 57.14% (-19%)

Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
32
Reduced
2
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFG
Altiora Financial Group
Ohio
+$17.3M
2
IWS
Insight Wealth Strategies
California
+$11.8M
3
LPL Financial
LPL Financial
California
+$8.61M
4
NA
NewEdge Advisors
Louisiana
+$4.82M
5
KAM
Kensington Asset Management
Texas
+$4.6M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$2.91M
2
BCM
Brookstone Capital Management
Illinois
-$1.24M
3
Wolverine Trading
Wolverine Trading
Illinois
-$605K
4
PAG
Private Advisor Group
New Jersey
-$477K
5
CCC
Compass Capital Corp
Massachusetts
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.9M +$4.12M +179,543 +21%
AFG
2
Altiora Financial Group
Ohio
$23M +$17.3M +754,944 +301%
LPL Financial
3
LPL Financial
California
$18.2M +$8.61M +374,656 +89%
PEA
4
Park Edge Advisors
Ohio
$16.5M +$2.44M +106,035 +17%
IWS
5
Insight Wealth Strategies
California
$11.8M +$11.8M +514,852 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$8.65M +$849K +36,974 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.56M +$111K +4,819 +1%
NW
8
NewEdge Wealth
Pennsylvania
$7.82M -$134K -5,820 -2%
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.66M +$304K +13,214 +5%
FHA
10
Flagship Harbor Advisors
Massachusetts
$5.64M +$480K +20,898 +9%
NA
11
NewEdge Advisors
Louisiana
$4.81M +$4.82M +209,895 New
KAM
12
Kensington Asset Management
Texas
$4.59M +$4.6M +200,172 New
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$4.47M +$427K +18,584 +11%
SPIA
14
Steward Partners Investment Advisory
New York
$4.36M +$2.44M +106,292 +126%
SNB
15
Security National Bank
Nebraska
$4.1M +$4.11M +179,049 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$4.09M +$271K +11,805 +7%
RA
17
RiverTree Advisors
Florida
$3.99M +$4M +173,979 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.84M +$2.24M +97,582 +140%
SW
19
SlateStone Wealth
Florida
$3.77M +$3.78M +164,562 New
PHS
20
Pekin Hardy Strauss
Illinois
$3.29M +$1.13M +49,022 +52%
DWM
21
Drive Wealth Management
Utah
$3.08M +$3.09M +134,300 New
SF
22
Summit Financial
New Jersey
$2.89M +$220K +9,571 +8%
AWA
23
Adapt Wealth Advisors
Georgia
$2.84M +$2.85M +123,857 New
FTS
24
Fifth Third Securities
Ohio
$2.65M +$2.65M +115,458 New
PS
25
Principal Securities
Iowa
$2.53M +$1.54M +67,201 +156%
1
2 3 4

CDX Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q3 2025, worth a combined $218M — up 78% from $122M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CDX positions and 10 closed out — a net gain of 22 holders — while 32 added to existing stakes and 2 trimmed.

The largest buyer was Altiora Financial Group, adding an estimated $17.3M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $2.91M sold.

  • 68 institutional investors held Simplify High Yield ETF (CDX) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $218M of Simplify High Yield ETF stock for Q3 2025, up 78% quarter-over-quarter.
  • 32 funds opened new Simplify High Yield ETF positions in Q3 2025 and 10 closed out, a net change of +22 holders.
  • The largest Simplify High Yield ETF buyer in Q3 2025 was Altiora Financial Group, an estimated $17.3M added.
  • The largest Simplify High Yield ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2025.