Simplify Opportunistic Income ETF
CRDT
6 hedge funds and large institutions have $56M invested in Simplify Opportunistic Income ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
3% more capital invested
Capital invested by funds: $54.4M → $56M (+$1.6M)
0.15% less ownership
Funds ownership: 73.26% → 73.11% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.01M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$938K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$664K |
| 4 |
NWM
Napa Wealth Management
Napa,
California
|
+$157K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$63.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$576K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $51.1M | +$1.01M | +40,247 | +2% |
|
|
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.62M | -$173K | -6,912 | -6% |
|
|
MAWAG
3
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $939K | +$938K | +37,408 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $664K | +$664K | +26,467 | New |
|
|
NWM
5
Napa Wealth Management
Napa,
California
| $560K | +$157K | +6,248 | +39% |
|
|
6
UBS Group
Zurich,
Switzerland
| $63.5K | +$63.4K | +2,529 | New |
|
|
7
Jane Street
New York
| – | -$576K | -22,745 | Closed |
|
CRDT Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q4 2024, worth a combined $56M — up 2.9% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CRDT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $1.01M. The largest seller was Jane Street, exiting entirely with an estimated $576K sold.
- 6 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $56M of Simplify Opportunistic Income ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
- 3 funds opened new Simplify Opportunistic Income ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $1.01M added.
- The largest Simplify Opportunistic Income ETF seller in Q4 2024 was Jane Street, an estimated $576K sold.
Based on aggregated 13F filings for Q4 2024.