Simplify Opportunistic Income ETF
CRDT
4 hedge funds and large institutions have $51.5M invested in Simplify Opportunistic Income ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 4 → 4 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4% less capital invested
Capital invested by funds: $53.8M → $51.5M (-$2.27M)
3.11% less ownership
Funds ownership: 72.48% → 69.37% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.41M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$2.05M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$6.16M |
| 2 |
Jane Street
New York
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
TMD Wealth Management
Scottsdale,
Arizona
| $47.5M | +$2.05M | +81,886 | +4% |
|
|
2
Goldman Sachs
New York
| $2.39M | +$2.41M | +96,526 | New |
|
|
3
Jane Street
New York
| $824K | -$210K | -8,409 | -20% |
|
|
4
Citadel Advisors
Miami,
Florida
| $763K | +$452K | +18,104 | +142% |
|
|
5
Rockefeller Capital Management
New York
| – | -$6.16M | -245,186 | Closed |
|
CRDT Hedge Fund Activity: Q2 2024 in Review
4 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q2 2024, worth a combined $51.5M — down 4.2% from $53.8M a quarter earlier.
Fund positioning in CRDT was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.41M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $6.16M sold.
- 4 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $51.5M of Simplify Opportunistic Income ETF stock for Q2 2024, down 4.2% quarter-over-quarter.
- 1 fund opened new Simplify Opportunistic Income ETF positions in Q2 2024 and 1 closed out, a net change of 0 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q2 2024 was Goldman Sachs, an estimated $2.41M added.
- The largest Simplify Opportunistic Income ETF seller in Q2 2024 was Rockefeller Capital Management, an estimated $6.16M sold.
Based on aggregated 13F filings for Q2 2024.