Simplify Opportunistic Income ETF
CRDT
3 hedge funds and large institutions have $50.4M invested in Simplify Opportunistic Income ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $49.5M → $50.4M (+$934K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.43% less ownership
Funds ownership: 79.44% → 77.02% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$320K |
| 2 |
Jane Street
New York
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$37.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
TMD Wealth Management
Scottsdale,
Arizona
| $49.6M | +$320K | +12,697 | +0.7% |
|
|
2
Jane Street
New York
| $794K | +$158K | +6,275 | +25% |
|
|
3
UBS Group
Zurich,
Switzerland
| $3.57K | -$37.3K | -1,477 | -91% |
|
CRDT Hedge Fund Activity: Q4 2023 in Review
3 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q4 2023, worth a combined $50.4M — up 1.9% from $49.5M a quarter earlier.
Fund positioning in CRDT was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was TMD Wealth Management, adding an estimated $320K. The largest seller was UBS Group, cutting an estimated $37.3K.
- 3 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $50.4M of Simplify Opportunistic Income ETF stock for Q4 2023, up 1.9% quarter-over-quarter.
- 0 funds opened new Simplify Opportunistic Income ETF positions in Q4 2023 and 0 closed out.
- The largest Simplify Opportunistic Income ETF buyer in Q4 2023 was TMD Wealth Management, an estimated $320K added.
- The largest Simplify Opportunistic Income ETF seller in Q4 2023 was UBS Group, an estimated $37.3K sold.
Based on aggregated 13F filings for Q4 2023.