CDX

Simplify High Yield ETF

+$12.6M

Net Activity

Institutions Holding

86

Popularity Rank

#4784

Avg Weight

0.28%

Total Value

$302.2M

Ownership Trend

86 institutions currently hold CDX, with 54 net buyers and 40 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

40

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

SE
Signature Estate & Investment Advisors LLC
$38.9M
EA
Envestnet Asset Management INC
$31.9M
AW
AE Wealth Management LLC
$27.0M
AF
Altiora Financial Group, LLC
$19.2M
PE
Park Edge Advisors, LLC
$16.1M

Top 5 by Conviction

PE
Park Edge Advisors, LLC
3.72%
AF
Altiora Financial Group, LLC
3.16%
IW
Independent Wealth Advisors LLC
2.15%
MW
Mid-American Wealth Advisory Group, Inc.
1.98%
DW
Drive Wealth Management, LLC
1.79%
View all 86 holding institutions

Quarterly Activity

Recent Activity

+$224.7M

Total Buy Value

$117.3M

Total Sell Value

New buy15
Trim26
Add39
Sold out14

54

Net Buyers

40

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY HIGH YIELD ETF (CDX)?
Major stakeholders currently include Signature Estate & Investment Advisors LLC ($38.9M), Envestnet Asset Management INC ($31.9M), AE Wealth Management LLC ($27.0M). Based on the latest 13F filings, there are a total of 86 tracked investment funds and institutions maintaining positions in CDX.
What is the overall institutional sentiment toward CDX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $12.6M, driven by 54 managers accumulating shares while 40 reduced their exposure.
Which institutions have been selling or reducing their CDX positions?
In the latest period, 26 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $117.3M.
Are there any notable investors adding CDX to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 39 existing holders added to their shares. The total reported buy value for the quarter amounted to $224.7M.

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