Simplify Opportunistic Income ETF
CRDT
CRDT
4 hedge funds and large institutions have $54.4M invested in Simplify Opportunistic Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$50.6M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.81M |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
+$407K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$2.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$763K |
| 3 |
Jane Street
New York
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $50.6M | +$50.6M | +1,996,580 | New |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.81M | +$2.81M | +111,105 | New |
|
|
3
Jane Street
New York
| $576K | -$267K | -10,546 | -32% |
|
|
NWM
4
Napa Wealth Management
Napa,
California
| $407K | +$407K | +16,073 | New |
|
|
5
Goldman Sachs
New York
| – | -$2.39M | -96,526 | Closed |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$763K | -30,856 | Closed |
|