Simplify Opportunistic Income ETF
CRDT
3 hedge funds and large institutions have $49.5M invested in Simplify Opportunistic Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
31% more capital invested
Capital invested by funds: $37.8M → $49.5M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
24.65% less ownership
Funds ownership: 104.09% → 79.44% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$11.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$40.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
TMD Wealth Management
Scottsdale,
Arizona
| $48.8M | +$11.4M | +448,339 | +30% |
|
|
2
Jane Street
New York
| $627K | -$327K | -12,906 | -34% |
|
|
3
UBS Group
Zurich,
Switzerland
| $41.1K | +$40.9K | +1,616 | New |
|
CRDT Hedge Fund Activity: Q3 2023 in Review
3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q3 2023, worth a combined $49.5M — up 31% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CRDT positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $327K.
- 3 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q3 2023, up from 2 in Q2 2023.
- Funds reported $49.5M of Simplify Opportunistic Income ETF stock for Q3 2023, up 31% quarter-over-quarter.
- 1 fund opened new Simplify Opportunistic Income ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest Simplify Opportunistic Income ETF buyer in Q3 2023 was TMD Wealth Management, an estimated $11.4M added.
- The largest Simplify Opportunistic Income ETF seller in Q3 2023 was Jane Street, an estimated $327K sold.
Based on aggregated 13F filings for Q3 2023.