Simplify Opportunistic Income ETF
CRDT
CRDT
20 hedge funds and large institutions have $39.8M invested in Simplify Opportunistic Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
40% less capital invested
Capital invested by funds: $66.5M → $39.8M (-$26.7M)
Holders
20
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.46M | |
| 2 | +$695K | |
| 3 | +$489K | |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$346K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$141K |
Top Sellers
| 1 | -$20.6M | |
| 2 | -$4.62M | |
| 3 | -$3.04M | |
| 4 |
JP Morgan Chase
New York
|
-$1.49M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.2M |
