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Simplify High Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

35% more capital invested

Capital invested by funds: $218M → $294M (+$76.5M)

25% more funds holding

Funds holding: 6885 (+17)

6.25% more ownership

Funds ownership: 57.14%63.39% (+6.2%)

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
45
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$30.5M +$27.2M +1,202,157 +718%
AWM
2
AE Wealth Management
Kansas
$27.1M +$3.95M +174,686 +17%
AFG
3
Altiora Financial Group
Ohio
$23.9M +$1.56M +69,041 +7%
PEA
4
Park Edge Advisors
Ohio
$16.8M +$771K +34,075 +5%
LPL Financial
5
LPL Financial
California
$16.1M -$1.61M -71,077 -9%
IWS
6
Insight Wealth Strategies
California
$14.4M +$2.99M +132,380 +26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.61M +$293K +12,943 +3%
DWM
8
Drive Wealth Management
Utah
$8.29M +$5.38M +237,952 +177%
NW
9
NewEdge Wealth
Pennsylvania
$7.51M -$164K -7,244 -2%
MWM
10
Meridian Wealth Management
Kentucky
$7.11M +$7.22M +319,206 New
BCI
11
Brinker Capital Investments
Pennsylvania
$7.09M +$6.69M +295,869 +1,306%
PCIA
12
Prime Capital Investment Advisors
Kansas
$6.44M -$35.6K -1,576 -0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.21M +$4.4M +194,490 +230%
FHA
14
Flagship Harbor Advisors
Massachusetts
$5.61M +$135K +5,986 +2%
AWA
15
Adapt Wealth Advisors
Georgia
$5.09M +$2.36M +104,492 +84%
NA
16
NewEdge Advisors
Louisiana
$5.08M +$413K +18,246 +9%
SPIA
17
Steward Partners Investment Advisory
New York
$5.05M +$816K +36,084 +19%
PS
18
Principal Securities
Iowa
$5.04M +$2.63M +116,074 +105%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$4.93M +$5.01M +221,593 New
KAM
20
Kensington Asset Management
Texas
$4.87M +$418K +18,497 +9%
MAWAG
21
Mid-American Wealth Advisory Group
Missouri
$4.69M +$341K +15,084 +8%
Jane Street
22
Jane Street
New York
$4.55M +$3.73M +164,930 +421%
SNB
23
Security National Bank
Nebraska
$4.43M +$454K +20,063 +11%
SW
24
SlateStone Wealth
Florida
$4.33M +$678K +29,991 +18%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$4.17M +$201K +8,867 +5%