Simplify Opportunistic Income ETF
CRDT
24 hedge funds and large institutions have $66.5M invested in Simplify Opportunistic Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $59.2M → $66.5M (+$7.29M)
9% more funds holding
Funds holding: 22 → 24 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.53% less ownership
Funds ownership: 83.98% → 74.45% (-9.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$10.2M |
| 2 |
JP Morgan Chase
New York
|
+$1.51M |
| 3 |
Jane Street
New York
|
+$1.08M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$606K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$5.89M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$651K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$396K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$374K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
26
Independent Financial Group
San Diego,
California
| – | -$374K | -15,633 | Closed |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$24K | -1,021 | Closed |
|
|
PSFG
28
Park Square Financial Group
Roswell,
Georgia
| – | -$5.66K | -237 | Closed |
|
|
T
29
Transce3nd
Kyle,
Texas
| – | -$1.86K | -78 | Closed |
|
CRDT Hedge Fund Activity: Q3 2025 in Review
24 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q3 2025, worth a combined $66.5M — up 12% from $59.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CRDT positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Continuum Advisory, opening a new position worth an estimated $10.2M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $5.89M.
- 24 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q3 2025, up from 22 in Q2 2025.
- Funds reported $66.5M of Simplify Opportunistic Income ETF stock for Q3 2025, up 12% quarter-over-quarter.
- 7 funds opened new Simplify Opportunistic Income ETF positions in Q3 2025 and 5 closed out, a net change of +2 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q3 2025 was Continuum Advisory, an estimated $10.2M added.
- The largest Simplify Opportunistic Income ETF seller in Q3 2025 was Kovitz Investment Group Partners, an estimated $5.89M sold.
Based on aggregated 13F filings for Q3 2025.