Simplify Opportunistic Income ETF
CRDT
21 hedge funds and large institutions have $67.4M invested in Simplify Opportunistic Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
250% more funds holding
Funds holding: 6 → 21 (+15)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
20% more capital invested
Capital invested by funds: $56M → $67.4M (+$11.4M)
5.43% less ownership
Funds ownership: 73.11% → 67.68% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.41M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.78M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.31M |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$1.08M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$974K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$140K |
| 2 |
NWM
Napa Wealth Management
Napa,
California
|
-$63.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$63.5K |
CRDT Hedge Fund Activity: Q1 2025 in Review
21 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q1 2025, worth a combined $67.4M — up 20% from $56M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CRDT positions and 1 closed out — a net gain of 15 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $2.41M. The largest seller was Citadel Advisors, cutting an estimated $140K.
- 21 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $67.4M of Simplify Opportunistic Income ETF stock for Q1 2025, up 20% quarter-over-quarter.
- 16 funds opened new Simplify Opportunistic Income ETF positions in Q1 2025 and 1 closed out, a net change of +15 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q1 2025 was Kovitz Investment Group Partners, an estimated $2.41M added.
- The largest Simplify Opportunistic Income ETF seller in Q1 2025 was Citadel Advisors, an estimated $140K sold.
Based on aggregated 13F filings for Q1 2025.