Simplify High Yield PLUS Credit Hedge ETF (CDX) Institutional Ownership $22.27 -0.07 (-0.31%) As of 01/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Simplify High Yield PLUS Credit Hedge ETF (NYSEARCA:CDX)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$107.20MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$63.41M 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/16/2025SFG 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% 10/24/2024Park 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% Get the Latest News and Ratings for CDX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify High Yield PLUS Credit Hedge ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 7/26/2024Park 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% 4/19/2024Park 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% 1/12/2024Park 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% 10/11/2023Park Edge Advisors LLC77,225$1.67M0.6%N/A3.510% 8/10/2023Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249% 5/10/2023Simplify 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, 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. ($2.24M), 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. ($102.80K), SFG Wealth Management LLC. ($55.26K), and Centennial Wealth Advisory LLC ($48.69K). How much institutional buying is happening at Simplify High Yield PLUS Credit Hedge ETF? Institutional investors have bought a total of 4,961,344 shares in the last 24 months. This purchase volume represents approximately $113.63M 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. Related Companies XCCC Major Shareholders XHYT Major Shareholders AOHY Major Shareholders SHYL Major Shareholders PGHY Major Shareholders PFRL Major Shareholders GHYB Major Shareholders BSJU Major Shareholders NUHY Major Shareholders SIHY Major Shareholders This page (NYSEARCA:CDX) was last updated on 1/18/2025 by MarketBeat.com Staff From Our PartnersLast time you’ll see this priced at $1.00When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...StocksToTrade | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...Crypto Swap Profits | SponsoredDo this Before Elon’s Reveal on January 22ndElon’s newest tech could pay you an extra $30,000 a year — while you sleep. 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