Simplify High Yield PLUS Credit Hedge
CDX • XNYS
Simplify High Yield PLUS Credit Hedge is a publicly traded company on XNYS. As of Q3 2025, 63 institutional investors hold shares in this company, with total holdings valued at $203.4M. AE Wealth Management LLC is the largest holder with a position valued at $23.9M.
Overview
Overview of institutional ownership in CDX as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $203.4M
- Shares Held
- 8.9M
- Avg Position
- $3.2M
- Median Position
- $1.3M
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $752.4K
- Shares Held
- 32.8K
- Avg Position
- $376.2K
- Median Position
- $376.2K
Biggest Investors
Institutions with the largest positions in CDX as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $23.9M 0.16% of portfolio |
 Altiora Financial Group, LLC RIA/Wealth | $23.0M 4.21% of portfolio |
L LPL Financial LLC Institution | $18.2M 0.01% of portfolio |
P Park Edge Advisors, LLC RIA/Wealth | $16.5M 3.84% of portfolio |
 Insight Wealth Strategies, LLC RIA/Wealth | $11.8M 1.39% of portfolio |
$8.7M 0.01% of portfolio | |
N NewEdge Wealth, LLC Institution | $7.8M 0.11% of portfolio |
 Prime Capital Investment Advisors, LLC RIA/Wealth | $6.7M 0.08% of portfolio |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | $5.6M 0.25% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $4.8M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CDX in Q3 2025
- Traded
- +$94.3M
- Buyers
- 59
- Sellers
- 10
- Total Bought
- +$100.6M
- Total Sold
- −$6.2M
- Avg Position
- $2.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Altiora Financial Group, LLC RIA/Wealth | +$17.3M +754.9K shares |
Insight Wealth Strategies, LLC RIA/Wealth | +$11.8M +514.9K shares |
L LPL Financial LLC Institution | +$8.6M +374.7K shares |
Goss Wealth Management LLC RIA/Wealth | +$4.8M +209.9K shares |
K Kensington Asset Management, LLC Institution | +$4.6M +200.2K shares |
AE Wealth Management LLC RIA/Wealth | +$4.1M +179.5K shares |
S Security National Bank Institution | +$4.1M +179.0K shares |
R RiverTree Advisors, LLC RIA/Wealth | +$4.0M +174.0K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | +$3.1M +134.3K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$2.8M +123.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
P Proficio Capital Partners LLC Family Office | −$2.9M −2.9M shares |
 Brookstone Capital Management RIA/Wealth | −$1.2M −53.2K shares |
W WOLVERINE TRADING, LLC Institution | −$604.9K −26.1K shares |
 Private Advisor Group, LLC RIA/Wealth | −$475.7K −20.8K shares |
 COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | −$414.7K −17.9K shares |
 GWN SECURITIES INC. RIA/Wealth | −$320.4K −13.7K shares |
N NewEdge Wealth, LLC Institution | −$132.1K −5.8K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$53.0K −2.3K shares |
B Beacon Capital Management, LLC RIA/Wealth | −$41.2K −1.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$24.2K −1.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CDX in Q3 2025
- New Positions
- 28
- New Value
- $51.9M
- Exited Positions
- 9
- Exited Value
- $5.6M
New Positions
| Institution | Position Value |
|---|---|
Insight Wealth Strategies, LLC RIA/Wealth | $11.8M 514.9K shares |
Goss Wealth Management LLC RIA/Wealth | $4.8M 209.9K shares |
K Kensington Asset Management, LLC Institution | $4.6M 200.2K shares |
S Security National Bank Institution | $4.1M 179.0K shares |
R RiverTree Advisors, LLC RIA/Wealth | $4.0M 174.0K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $3.1M 134.3K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $2.8M 123.9K shares |
 FIFTH THIRD SECURITIES, INC. RIA/Wealth | $2.6M 115.5K shares |
 Soltis Investment Advisors LLC RIA/Wealth | $2.2M 96.6K shares |
 STEPHENS INC /AR/ RIA/Wealth | $2.2M 94.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
P Proficio Capital Partners LLC Family Office | $2.9M 2.9M shares |
Brookstone Capital Management RIA/Wealth | $1.2M 53.2K shares |
W WOLVERINE TRADING, LLC Institution | $604.9K 26.1K shares |
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth | $414.7K 17.9K shares |
GWN SECURITIES INC. RIA/Wealth | $320.4K 13.7K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $53.0K 2.3K shares |
B Beacon Capital Management, LLC RIA/Wealth | $41.2K 1.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $24.2K 1.0K shares |
R ROYAL BANK OF CANADA Institution | - 20.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CDX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CDX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Altiora Financial Group, LLC RIA/Wealth | 4.21% $23.0M |
P Park Edge Advisors, LLC RIA/Wealth | 3.84% $16.5M |
R RiverTree Advisors, LLC RIA/Wealth | 2.58% $4.0M |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 2.13% $4.5M |
Insight Wealth Strategies, LLC RIA/Wealth | 1.39% $11.8M |
W Whalen Wealth Management Inc. RIA/Wealth | 1.37% $2.3M |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 1.09% $2.8M |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.66% $3.1M |
S Security National Bank Institution | 0.63% $4.1M |
 Centennial Wealth Advisory LLC RIA/Wealth | 0.53% $1.9M |
Hedge Fund Spotlight
Discover hedge funds investing in CDX
Cove Street Capital, LLC
Hedge Fund • Value
Portfolio ManagerMatthew James Weber
- Portfolio Value
- $75.9M
- Positions
- 93
- Last Reported
- Q3 2025
Sector Allocation
Position in Simplify High Yield PLUS Credit Hedge
- Market Value
- $379.8K
- Shares Held
- 16.6K
- Portfolio Weight
- 0.50%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Agricultural Inputs Basic Materials | $8.0M | 10.58% | |
Software - Application Technology | $5.0M | 6.56% | |
Leisure Consumer Cyclical | $4.6M | 6.12% |
