Simplify Opportunistic Income ETF
CRDT
22 hedge funds and large institutions have $59.2M invested in Simplify Opportunistic Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
16.3% more ownership
Funds ownership: 67.68% → 83.98% (+16%)
5% more funds holding
Funds holding: 21 → 22 (+1)
12% less capital invested
Capital invested by funds: $67.4M → $59.2M (-$8.18M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$15.1M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$3.54M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$2.83M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$621K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$25.1M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$973K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$523K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$170K |
| 5 |
Jane Street
New York
|
-$149K |
CRDT Hedge Fund Activity: Q2 2025 in Review
22 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q2 2025, worth a combined $59.2M — down 12% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CRDT positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Ascension Capital Advisors, opening a new position worth an estimated $15.1M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $25.1M.
- 22 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q2 2025, up from 21 in Q1 2025.
- Funds reported $59.2M of Simplify Opportunistic Income ETF stock for Q2 2025, down 12% quarter-over-quarter.
- 5 funds opened new Simplify Opportunistic Income ETF positions in Q2 2025 and 4 closed out, a net change of +1 holder.
- The largest Simplify Opportunistic Income ETF buyer in Q2 2025 was Ascension Capital Advisors, an estimated $15.1M added.
- The largest Simplify Opportunistic Income ETF seller in Q2 2025 was Kovitz Investment Group Partners, an estimated $25.1M sold.
Based on aggregated 13F filings for Q2 2025.