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Simplify High Yield ETF

86 hedge funds and large institutions have $311M invested in Simplify High Yield ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

6% more capital invested

Capital invested by funds: $294M → $311M (+$17.2M)

3.99% more ownership

Funds ownership: 63.39%67.38% (+4%)

1% more funds holding

Funds holding: 8586 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
15
Increased
40
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$38.9M +$40.1M +1,824,491 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M +$2.8M +127,368 +9%
AWM
3
AE Wealth Management
Kansas
$27M +$1.04M +47,478 +4%
AFG
4
Altiora Financial Group
Ohio
$19.2M -$3.86M -175,432 -16%
PEA
5
Park Edge Advisors
Ohio
$16.1M +$62.6K +2,849 +0.4%
IWS
6
Insight Wealth Strategies
California
$14.5M +$722K +32,866 +5%
LPL Financial
7
LPL Financial
California
$12.5M -$3.04M -138,531 -19%
DWM
8
Drive Wealth Management
Utah
$8.46M +$533K +24,259 +7%
PS
9
Principal Securities
Iowa
$8.07M +$3.34M +151,959 +67%
NW
10
NewEdge Wealth
Pennsylvania
$7.86M +$676K +30,768 +9%
BCI
11
Brinker Capital Investments
Pennsylvania
$7.12M +$328K +14,927 +5%
PIWA
12
Prevail Innovative Wealth Advisors
Kansas
$6.75M +$4.78M +217,670 +221%
MWM
13
Meridian Wealth Management
Kentucky
$6.58M -$237K -10,794 -3%
PCIA
14
Prime Capital Investment Advisors
Kansas
$6.52M +$354K +16,107 +6%
FHA
15
Flagship Harbor Advisors
Massachusetts
$6.11M +$753K +34,274 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.19M -$789K -35,902 -13%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$5.16M +$443K +20,165 +9%
SW
18
SlateStone Wealth
Florida
$4.98M +$853K +38,803 +20%
NA
19
NewEdge Advisors
Louisiana
$4.82M -$45.1K -2,052 -0.9%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$4.69M
SNB
21
Security National Bank
Nebraska
$4.66M +$424K +19,276 +10%
AWA
22
Adapt Wealth Advisors
Georgia
$4.57M -$312K -14,189 -6%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$4.19M +$192K +8,729 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.04M -$4.33M -197,235 -51%
WWA
25
WCG Wealth Advisors
Nevada
$3.7M +$418K +19,039 +12%