Free Trial

Simplify High Yield PLUS Credit Hedge ETF (CDX) Institutional Ownership

$23.02 +0.07 (+0.31%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$22.70 -0.32 (-1.39%)
As of 04/17/2025 04:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Simplify High Yield PLUS Credit Hedge ETF (NYSEARCA:CDX)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$111.78M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$65.82M
Get CDX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Simplify High Yield PLUS Credit Hedge ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CDX Institutional Buying and Selling by Quarter

Simplify High Yield PLUS Credit Hedge ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/10/2025 Park Edge Advisors LLC427,801$9.81M2.7%+4.6%6.338%
4/9/2025 Mid American Wealth Advisory Group Inc.129,895$2.98M1.6%+26.4%1.924%
2/17/2025Napa Wealth Management26,007$567K0.2%+42.7%0.559%
2/14/2025Jane Street Group LLC16,118$352K0.0%N/A0.347%
2/13/2025Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084%
2/12/2025Summit Financial LLC17,556$383K0.0%N/A0.378%
2/12/2025Orion Portfolio Solutions LLC23,344$509K0.0%-38.1%0.502%
2/11/2025LPL Financial LLC25,853$564K0.0%+25.2%0.556%
2/11/2025Simplify Asset Management Inc.1,299,393$28.34M1.4%-5.5%27.944%
2/10/2025Commonwealth Equity Services LLC175,977$3.84M0.0%+3.8%3.784%
2/10/2025Avantax Advisory Services Inc.37,954$828K0.0%-3.7%0.816%
2/6/2025Steward Partners Investment Advisory LLC82,930$1.81M0.0%+32.3%1.783%
1/31/2025Truist Financial Corp239,171$5.22M0.0%+17.5%5.143%
1/27/2025Centennial Wealth Advisory LLC43,356$946K0.4%-10.9%0.932%
1/21/2025 Park Edge Advisors LLC408,930$8.92M2.6%-3.2%8.794%
1/21/2025Flagship Harbor Advisors LLC183,702$4.01M0.2%+45.8%3.951%
1/16/2025SFG Wealth Management LLC.32,285$704K0.4%N/A0.694%
1/13/2025 Mid American Wealth Advisory Group Inc.102,798$2.24M1.3%+61.3%2.211%
11/15/2024Orion Portfolio Solutions LLC37,699$895K0.0%+20.1%0.811%
11/7/2024Napa Wealth Management18,224$433K0.2%N/A0.392%
11/6/2024Simplify Asset Management Inc.1,374,907$32.64M1.5%-66.0%29.568%
10/30/2024Centennial Wealth Advisory LLC48,685$1.16M0.5%N/A1.047%
10/24/2024 Park Edge Advisors LLC422,647$10.03M2.9%+7.9%9.089%
10/2/2024 Mid American Wealth Advisory Group Inc.63,714$1.51M0.9%N/A1.370%
8/21/2024Truist Financial Corp179,277$4.12M0.0%+1,018.0%3.855%
8/13/2024AE Wealth Management LLC17,497$402K0.0%N/A0.376%
8/13/2024Simplify Asset Management Inc.4,045,997$92.92M6.2%+2,600.0%87.011%
7/31/2024Commonwealth Equity Services LLC166,715$3.83M0.0%+2.8%3.585%
7/26/2024 Park Edge Advisors LLC391,785$9.00M2.7%+17.3%8.425%
7/19/2024SFG Wealth Management LLC.22,976$528K0.3%N/A0.494%
5/8/2024Avantax Advisory Services Inc.43,088$988K0.0%+20.1%0.927%
4/29/2024Commonwealth Equity Services LLC162,228$3.72M0.0%+1.4%3.466%
4/19/2024 Park Edge Advisors LLC333,945$7.66M2.1%+231.6%7.136%
2/7/2024Avantax Advisory Services Inc.35,888$819K0.0%+56.6%1.631%
1/18/2024 Relyea Zuckerberg Hanson LLC9,188$210K0.0%N/A0.418%
1/12/2024 Park Edge Advisors LLC100,704$2.30M0.8%+30.4%4.577%
11/8/2023Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042%
10/23/2023Commonwealth Equity Services LLC101,218$2.19M0.0%-36.5%4.601%
10/11/2023 Park Edge Advisors LLC77,225$1.67M0.6%N/A3.510%
8/10/2023Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
5/10/2023Simplify Asset Management Inc.405,498$8.89M1.3%-17.1%21.919%
2/10/2023Simplify Asset Management Inc.489,334$10.46M1.6%-52.2%26.450%
2/7/2023Envestnet Asset Management Inc.12,006$257K0.0%N/A0.649%
11/14/2022Wolverine Trading LLC25,942$570K0.0%N/A1.090%
8/11/2022Simplify Asset Management Inc.1,287,467$28.65M1.1%+33.3%55.256%
(Data available from 1/1/2016 forward)

CDX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDX shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Simplify High Yield PLUS Credit Hedge ETF. The most heavily invested institutionals were Simplify Asset Management Inc. ($28.34M), Park Edge Advisors LLC ($9.81M), Truist Financial Corp ($5.22M), Flagship Harbor Advisors LLC ($4.01M), Commonwealth Equity Services LLC ($3.84M), Mid American Wealth Advisory Group Inc. ($2.98M), and Steward Partners Investment Advisory LLC ($1.81M).Learn more on CDX's institutional investors.

Which institutional investors have been buying Simplify High Yield PLUS Credit Hedge ETF stock?

Of the 18 institutional investors that purchased Simplify High Yield PLUS Credit Hedge ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplify Asset Management Inc. ($3.90M), Park Edge Advisors LLC ($441.52K), Truist Financial Corp ($198.90K), Commonwealth Equity Services LLC ($172.68K), Mid American Wealth Advisory Group Inc. ($129.90K), Flagship Harbor Advisors LLC ($57.74K), and SFG Wealth Management LLC. ($55.26K).

How much institutional buying is happening at Simplify High Yield PLUS Credit Hedge ETF?

Institutional investors have bought a total of 5,180,171 shares in the last 24 months. This purchase volume represents approximately $118.46M in transactions.

Which Simplify High Yield PLUS Credit Hedge ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify High Yield PLUS Credit Hedge ETF stock in the last 24 months: Simplify Asset Management Inc. ($2.83M), Commonwealth Equity Services LLC ($58.26K), Orion Portfolio Solutions LLC ($14.36K), Park Edge Advisors LLC ($13.72K), Centennial Wealth Advisory LLC ($5.33K), and Avantax Advisory Services Inc. ($1.47K).

How much institutional selling is happening at Simplify High Yield PLUS Credit Hedge ETF?

Institutional investors have sold a total of 2,923,566 shares in the last 24 months. This volume of shares sold represents approximately $68.92M in transactions.



This page (NYSEARCA:CDX) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners