Simplify High Yield ETF
CDX
91 hedge funds and large institutions have $279M invested in Simplify High Yield ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 15 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
6% more funds holding
Funds holding: 86 → 91 (+5)
2.66% more ownership
Funds ownership: 67.38% → 70.04% (+2.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
51% less capital inflows, than outflows
Capital inflows: $28.6M | Capital outflows: $57.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.39M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.5M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$2.15M |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$1.8M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$7.86M |
| 2 |
AFG
Altiora Financial Group
Lebanon,
Ohio
|
-$6.95M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$6.75M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$6.25M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$4.69M |
CDX Hedge Fund Activity: Q2 2026 in Review
91 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in Simplify High Yield ETF (CDX) for Q2 2026, worth a combined $279M — down 10% from $311M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CDX positions and 15 closed out — a net gain of 6 holders — while 40 added to existing stakes and 27 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.39M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $7.86M sold.
- 91 institutional investors held Simplify High Yield ETF (CDX) as of Q2 2026, up from 86 in Q1 2026.
- Funds reported $279M of Simplify High Yield ETF stock for Q2 2026, down 10% quarter-over-quarter.
- 21 funds opened new Simplify High Yield ETF positions in Q2 2026 and 15 closed out, a net change of +6 holders.
- The largest Simplify High Yield ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $3.39M added.
- The largest Simplify High Yield ETF seller in Q2 2026 was NewEdge Wealth, an estimated $7.86M sold.
Based on aggregated 13F filings for Q2 2026.