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

$22.55 -0.07 (-0.31%)
As of 02/21/2025 04:10 PM Eastern
Compare

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)
$110.72M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$65.82M
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CDX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Napa Wealth Management26,007$567K0.2%+42.7%0.559%
2/14/2025 Jane Street Group LLC16,118$352K0.0%N/A0.347%
2/13/2025 Envestnet Asset Management Inc.50,406$1.10M0.0%+56.1%1.084%
2/12/2025 Summit Financial LLC17,556$383K0.0%N/A0.378%
2/12/2025 Orion Portfolio Solutions LLC23,344$509K0.0%-38.1%0.502%
2/11/2025 LPL Financial LLC25,853$564K0.0%+25.2%0.556%
2/11/2025 Simplify Asset Management Inc.1,299,393$28.34M1.4%-5.5%27.944%
2/10/2025 Commonwealth Equity Services LLC175,977$3.84M0.0%+3.8%3.784%
2/10/2025 Avantax Advisory Services Inc.37,954$828K0.0%-3.7%0.816%
2/6/2025 Steward Partners Investment Advisory LLC82,930$1.81M0.0%+32.3%1.783%
1/31/2025 Truist Financial Corp239,171$5.22M0.0%+17.5%5.143%
1/27/2025 Centennial 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%
1/21/2025 Flagship Harbor Advisors LLC183,702$4.01M0.2%+45.8%3.951%
1/16/2025 SFG 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%
11/15/2024 Orion 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%
7/31/2024 Commonwealth 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%
4/29/2024 Commonwealth 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%
1/18/2024 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%
11/8/2023 Avantax Advisory Services Inc.22,914$495K0.0%N/A1.042%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth 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%
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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, 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 ($8.92M), Truist Financial Corp ($5.22M), Flagship Harbor Advisors LLC ($4.01M), Commonwealth Equity Services LLC ($3.84M), Mid American Wealth Advisory Group Inc. ($2.24M), 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 ($422.65K), Truist Financial Corp ($198.90K), Commonwealth Equity Services LLC ($172.68K), Mid American Wealth Advisory Group Inc. ($102.80K), 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 5,134,203 shares in the last 24 months. This purchase volume represents approximately $117.41M 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.


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This page (NYSEARCA:CDX) was last updated on 2/22/2025 by MarketBeat.com Staff
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