Simplify Opportunistic Income ETF
CRDT
17 hedge funds and large institutions have $27.5M invested in Simplify Opportunistic Income ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0% more funds holding
Funds holding: 17 → 17 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
9.98% less ownership
Funds ownership: 85.53% → 75.54% (-10%)
12% less capital invested
Capital invested by funds: $31.5M → $27.5M (-$3.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$618K |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$332K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$72.7K |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$64.9K |
| 5 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$4.69M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$538K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
-$538K |
| 4 |
Jane Street
New York
|
-$384K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$35.1K |
CRDT Hedge Fund Activity: Q2 2026 in Review
17 of the 8,325 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q2 2026, worth a combined $27.5M — down 12% from $31.5M a quarter earlier.
Fund positioning in CRDT was balanced in Q2 2026: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was Pathstone Holdings, opening a new position worth an estimated $618K. The largest seller was Mid-American Wealth Advisory Group, exiting entirely with an estimated $4.69M sold.
- 17 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $27.5M of Simplify Opportunistic Income ETF stock for Q2 2026, down 12% quarter-over-quarter.
- 5 funds opened new Simplify Opportunistic Income ETF positions in Q2 2026 and 5 closed out, a net change of 0 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $618K added.
- The largest Simplify Opportunistic Income ETF seller in Q2 2026 was Mid-American Wealth Advisory Group, an estimated $4.69M sold.
Based on aggregated 13F filings for Q2 2026.