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

Simplify High Yield PLUS Credit Hedge ETF logo
$23.38 +0.01 (+0.04%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$106.18M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$63.41M
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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
11/15/2024Orion Portfolio Solutions LLC37,699$895K0.0%+20.1%0.811%
11/7/2024 Napa Wealth Management18,224$433K0.2%N/A0.392%
11/6/2024 Simplify Asset Management Inc.1,374,907$32.64M1.5%-66.0%29.568%
10/30/2024 Centennial 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%
8/21/2024 Truist Financial Corp179,277$4.12M0.0%+1,018.0%3.855%
8/13/2024 AE Wealth Management LLC17,497$402K0.0%N/A0.376%
8/13/2024 Simplify 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%
7/19/2024 SFG Wealth Management LLC.22,976$528K0.3%N/A0.494%
5/8/2024 Avantax 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%
2/7/2024 Avantax Advisory Services Inc.35,888$819K0.0%+56.6%1.631%
1/18/2024Relyea Zuckerberg Hanson LLC9,188$210K0.0%N/A0.418%
1/12/2024 Park Edge Advisors LLC100,704$2.30M0.8%+30.4%4.577%
11/8/2023 Avantax 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%
5/10/2023 Simplify Asset Management Inc.405,498$8.89M1.3%-17.1%21.919%
2/10/2023 Simplify Asset Management Inc.489,334$10.46M1.6%-52.2%26.450%
2/7/2023 Envestnet Asset Management Inc.12,006$257K0.0%N/A0.649%
11/14/2022 Wolverine Trading LLC25,942$570K0.0%N/A1.090%
8/11/2022 Simplify 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, 13 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. ($32.64M), Park Edge Advisors LLC ($10.03M), Truist Financial Corp ($4.12M), Commonwealth Equity Services LLC ($3.83M), Mid American Wealth Advisory Group Inc. ($1.51M), Centennial Wealth Advisory LLC ($1.16M), and Avantax Advisory Services Inc. ($988K).Learn more on CDX's institutional investors.

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

Of the 13 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 ($422.65K), Commonwealth Equity Services LLC ($166.25K), Truist Financial Corp ($163.24K), Mid American Wealth Advisory Group Inc. ($63.71K), Centennial Wealth Advisory LLC ($48.69K), and Avantax Advisory Services Inc. ($43.09K).

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

Institutional investors have bought a total of 4,889,975 shares in the last 24 months. This purchase volume represents approximately $112.08M 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. ($3.29M), and Commonwealth Equity Services LLC ($58.26K).

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

Institutional investors have sold a total of 3,348,138 shares in the last 24 months. This volume of shares sold represents approximately $77.95M in transactions.



This page (NYSEARCA:CDX) was last updated on 11/17/2024 by MarketBeat.com Staff
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