Simplify Opportunistic Income ETF
CRDT
20 hedge funds and large institutions have $39.8M invested in Simplify Opportunistic Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.86% less ownership
Funds ownership: 74.45% → 67.59% (-6.9%)
17% less funds holding
Funds holding: 24 → 20 (-4)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
40% less capital invested
Capital invested by funds: $66.5M → $39.8M (-$26.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$695K |
| 3 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$489K |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$346K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$20.6M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$4.62M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$3.04M |
| 4 |
JP Morgan Chase
New York
|
-$1.49M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| – | -$307K | -12,977 | Closed |
|
|
3AM
27
3EDGE Asset Management
Naples,
Florida
| – | -$218K | -9,220 | Closed |
|
|
EWM
28
Evolution Wealth Management
Fort Myers,
Florida
| – | -$2.32K | -98 | Closed |
|
CRDT Hedge Fund Activity: Q4 2025 in Review
20 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q4 2025, worth a combined $39.8M — down 40% from $66.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CRDT and 5 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.46M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $20.6M sold.
- 20 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q4 2025, down from 24 in Q3 2025.
- Funds reported $39.8M of Simplify Opportunistic Income ETF stock for Q4 2025, down 40% quarter-over-quarter.
- 5 funds opened new Simplify Opportunistic Income ETF positions in Q4 2025 and 8 closed out, a net change of -3 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $6.46M added.
- The largest Simplify Opportunistic Income ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2025.