Simplify High Yield ETF
CDX
85 hedge funds and large institutions have $294M invested in Simplify High Yield ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
221% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more capital invested
Capital invested by funds: $218M → $294M (+$76.5M)
25% more funds holding
Funds holding: 68 → 85 (+17)
6.25% more ownership
Funds ownership: 57.14% → 63.39% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.2M |
| 2 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$7.22M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.69M |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$5.38M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.65M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.61M |
| 3 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$1.04M |
| 4 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$1.01M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$993K |
CDX Hedge Fund Activity: Q4 2025 in Review
85 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q4 2025, worth a combined $294M — up 35% from $218M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CDX positions and 5 closed out — a net gain of 19 holders — while 45 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $27.2M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $8.65M sold.
- 85 institutional investors held Simplify High Yield ETF (CDX) as of Q4 2025, up from 68 in Q3 2025.
- Funds reported $294M of Simplify High Yield ETF stock for Q4 2025, up 35% quarter-over-quarter.
- 24 funds opened new Simplify High Yield ETF positions in Q4 2025 and 5 closed out, a net change of +19 holders.
- The largest Simplify High Yield ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $27.2M added.
- The largest Simplify High Yield ETF seller in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2025.