Simplify Opportunistic Income ETF
CRDT
17 hedge funds and large institutions have $31.5M invested in Simplify Opportunistic Income ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.
17.94% more ownership
Funds ownership: 67.59% → 85.53% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less funds holding
Funds holding: 20 → 17 (-3)
21% less capital invested
Capital invested by funds: $39.8M → $31.5M (-$8.31M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$1.05M |
| 2 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$71.5K |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$36.2K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$3.61K |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$2.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$6.44M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$554K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$510K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$472K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$308K |
CRDT Hedge Fund Activity: Q1 2026 in Review
17 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Simplify Opportunistic Income ETF (CRDT) for Q1 2026, worth a combined $31.5M — down 21% from $39.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CRDT and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Continuum Advisory, adding an estimated $1.05M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $6.44M sold.
- 17 institutional investors held Simplify Opportunistic Income ETF (CRDT) as of Q1 2026, down from 20 in Q4 2025.
- Funds reported $31.5M of Simplify Opportunistic Income ETF stock for Q1 2026, down 21% quarter-over-quarter.
- 2 funds opened new Simplify Opportunistic Income ETF positions in Q1 2026 and 5 closed out, a net change of -3 holders.
- The largest Simplify Opportunistic Income ETF buyer in Q1 2026 was Continuum Advisory, an estimated $1.05M added.
- The largest Simplify Opportunistic Income ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $6.44M sold.
Based on aggregated 13F filings for Q1 2026.