Simplify High Yield PLUS Credit Hedge ETF (CDX) Institutional Ownership $22.91 -0.18 (-0.78%) (As of 02:58 PM ET) 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)$106.18MNumber 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 Ad The Tomorrow InvestorThis drone stock is setting up to transform medical supply deliveryDrone stocks are on a tear, with certain symbols seeing gains as high as 300% over just a matter of weeks.Click here to see how a new partnership could catapult this drone suppliers' growth 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 CompanyDetails11/15/2024 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% 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. 8/21/2024 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. Related Companies SHYL Major Shareholders AOHY Major Shareholders XCCC Major Shareholders PGHY Major Shareholders GHYB Major Shareholders SIHY Major Shareholders BSJT Major Shareholders NUHY Major Shareholders BSJU Major Shareholders PFRL Major Shareholders This page (NYSEARCA:CDX) was last updated on 12/18/2024 by MarketBeat.com Staff From Our PartnersThis drone stock is setting up to transform medical supply deliveryDrone stocks are on a tear, with certain symbols seeing gains as high as 300% over just a matter of weeks.The Tomorrow Investor | SponsoredHealthcare Takes A Big Step Forward With The Help of A.I.To date, we've seen baseline AI models lay the groundwork. Tools like ChatGPT are useful, but they are still s...Wall Street Star | Sponsored Is Starlink Set For The Largest IPO In History?He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...Paradigm Press | SponsoredUncover the Top Gold Stock of the Bull MarketGold Stocks Are Surging—Is West Red Lake Gold Mines Your Next Profit Play?Huge Alerts | SponsoredSeeing is believing… Today, I want to share all the details with you… and show you how to leverage this incredible wealth-building ...Porter & Company | SponsoredPlease don’t take this warning lightly…Something huge is about to hit the stock market. Wall St. legend Louis Navellier calls it: "The most signif...InvestorPlace | SponsoredNvidia’s Bold Move: Tackling Tech’s $1 Trillion CrisisTaiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...Weiss Ratings | SponsoredWARNING: “Buffett Indicator” flashing for first time in 50 yearsWarren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...Behind the Markets | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Simplify High Yield PLUS Credit Hedge ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Simplify High Yield PLUS Credit Hedge ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.