Simplify Opportunistic Income ETF
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $51.5M → $54.4M (+$2.89M)
3.89% more ownership
Funds ownership: 69.37% → 73.26% (+3.9%)
0% more funds holding
Funds holding: 4 → 4 (0)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$50.4M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.81M |
| 3 |
NWM
Napa Wealth Management
Napa,
California
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$763K |
| 3 |
Jane Street
New York
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $50.6M | +$50.4M | +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 | -$266K | -10,546 | -32% |
|
|
NWM
4
Napa Wealth Management
Napa,
California
| $407K | +$406K | +16,073 | New |
|
|
5
Goldman Sachs
New York
| – | -$2.39M | -96,526 | Closed |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$763K | -30,856 | Closed |
|
CRDT Hedge Fund Activity: Q3 2024 in Review
4 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q3 2024, worth a combined $54.4M — up 5.6% from $51.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CRDT positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $50.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.39M sold.
- 4 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $54.4M of Simplify Opportunistic Income ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
- 3 funds opened new Simplify Opportunistic Income ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Simplify Opportunistic Income ETF buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $50.4M added.
- The largest Simplify Opportunistic Income ETF seller in Q3 2024 was Goldman Sachs, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2024.