Simplify Opportunistic Income ETF
CRDT
4 hedge funds and large institutions have $53.8M invested in Simplify Opportunistic Income ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
7% more capital invested
Capital invested by funds: $50.4M → $53.8M (+$3.36M)
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
4.54% less ownership
Funds ownership: 77.02% → 72.48% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$6.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$326K |
| 3 |
Jane Street
New York
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$2.41M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
TMD Wealth Management
Scottsdale,
Arizona
| $46.2M | -$2.41M | -94,328 | -5% |
|
|
2
Rockefeller Capital Management
New York
| $6.16M | +$6.26M | +245,186 | New |
|
|
3
Jane Street
New York
| $1.05M | +$274K | +10,750 | +35% |
|
|
4
Citadel Advisors
Miami,
Florida
| $321K | +$326K | +12,752 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$3.57K | -139 | Closed |
|
CRDT Hedge Fund Activity: Q1 2024 in Review
4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q1 2024, worth a combined $53.8M — up 6.7% from $50.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CRDT positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $6.26M. The largest seller was TMD Wealth Management, cutting an estimated $2.41M.
- 4 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q1 2024, up from 3 in Q4 2023.
- Funds reported $53.8M of Simplify Opportunistic Income ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
- 2 funds opened new Simplify Opportunistic Income ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Simplify Opportunistic Income ETF buyer in Q1 2024 was Rockefeller Capital Management, an estimated $6.26M added.
- The largest Simplify Opportunistic Income ETF seller in Q1 2024 was TMD Wealth Management, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2024.