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

$22.73
-0.12 (-0.53%)
(As of 04:29 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$12.03M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.10M
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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
4/19/2024 Park 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%
1/12/2024 Park 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%
10/11/2023 Park Edge Advisors LLC77,225$1.67M0.6%N/A3.510%
8/10/2023Commonwealth Equity Services LLC159,475$3.48M0.0%N/A7.249%
5/10/2023Simplify 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, the following institutional investors and hedge funds held shares of Simplify High Yield PLUS Credit Hedge ETF shares: Simplify Asset Management Inc. ($8.89M), Park Edge Advisors LLC ($7.66M), Commonwealth Equity Services LLC ($2.19M), Avantax Advisory Services Inc. ($819K), Wolverine Trading LLC ($570K), and Envestnet Asset Management Inc. ($257K), and Relyea Zuckerberg Hanson LLC ($210K).Learn more on CDX's institutional investors.

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

The following institutional investors have purchased Simplify High Yield PLUS Credit Hedge ETF stock in the last 24 months: Park Edge Advisors LLC ($333.95K), Simplify Asset Management Inc. ($321.26K), Commonwealth Equity Services LLC ($159.48K), Avantax Advisory Services Inc. ($35.89K), Wolverine Trading LLC ($25.94K), Envestnet Asset Management Inc. ($12.01K), and Relyea Zuckerberg Hanson LLC ($9.19K).

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

Institutional investors have bought a total of 897,708 shares in the last 24 months. This purchase volume represents approximately $20.01M 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. ($618.79K), 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 677,048 shares in the last 24 months. This volume of shares sold represents approximately $14.53M in transactions.


This page (NYSEARCA:CDX) was last updated on 4/29/2024 by MarketBeat.com Staff

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