Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SIMPLIFY EXCHANGE TRADED FUN (CDX)

82 + Investors. Track Smart Money conviction in CDX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — CDX

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
82 hedge funds hold CDX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +290% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+290% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

66 buying21 selling
Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 29 → 31 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 76% entered in last year

10% conviction (2yr+) 15% medium 76% new
Only 8 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

4 → 4 → 29 → 31 → 22 new funds/Q
New funds entering each quarter: 4 → 29 → 31 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 78% of holders entered in last year

12% veterans 10% 1-2yr 78% new
Of 82 current holders: 64 (78%) entered in the past year, only 10 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
7 of 82 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CDX

How many hedge funds hold CDX — quarterly history vs. share price
Quarterly hedge fund ownership of CDX vs. share price

Market Analysis: CDX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 3 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: CDX
2026 Q1 Stats Unlock in 18 days 82 + Investors

Track Smart Money conviction in CDX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 67 22.39%
13F Shares 13M 9M 39.68%
Total Value $291M $214M 35.84%
New Positions 22 31 -9
Increased Positions 44 31 +13
Closed Positions 7 9 -2
Reduced Positions 14 4 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CDX

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CDX. Verified SEC 13F-HR filings.

Top 25 institutional holders of CDX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Edge Advisors, LLC 3.72% 755,936 $16.1M
2 Mid-American Wealth Advisory Group, Inc. 1.98% 210,408 $4.7M
3 DRIVE WEALTH MANAGEMENT, LLC 1.79% 396,511 $8.5M
4 Insight Wealth Strategies, LLC 1.62% 680,098 $14.5M
5 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.14% 316,279 $6.7M
6 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.79% 1,824,491 $38.9M
7 Security National Bank 0.68% 218,388 $4.7M
8 Centennial Wealth Advisory LLC 0.51% 98,145 $2.1M
9 WealthCare Asset Management, LLC 0.38% 16,801 $359K
10 FLAGSHIP HARBOR ADVISORS, LLC 0.27% 286,313 $6.1M
11 Soltis Investment Advisors LLC 0.23% 172,003 $3.7M
12 Worth Asset Management, LLC 0.21% 26,457 $565K
13 FIFTH THIRD SECURITIES, INC. 0.18% 130,418 $2.8M
14 BayBridge Capital Group, LLC 0.14% 10,217 $228K
15 SILVER OAK SECURITIES, INCORPORATED 0.10% 63,002 $1.3M
16 MBA Advisors LLC 0.09% 11,547 $246K
17 Cooper Financial Group 0.06% 30,024 $641K
18 Realta Investment Advisors 0.06% 8,080 $172K
19 Fortis Capital Advisors, LLC 0.06% 20,106 $429K
20 Envestnet Portfolio Solutions, Inc. 0.03% 241,758 $5.2M
21 Belpointe Asset Management LLC 0.02% 31,508 $672K
22 Heck Capital Advisors, LLC 0.02% 14,175 $302K
23 RFG Advisory, LLC 0.02% 57,167 $1.2M
24 STEPHENS INC /AR/ 0.02% 60,584 $1.3M
25 NBC SECURITIES, INC. 0.01% 3,610 $77K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SIMPLIFY EXCHANGE TRADED FUN (CDX)

What does the Smart Money Trend signal show for CDX?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CDX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CDX?

More buyers than sellers — 76% buying: Last quarter: 66 funds were net buyers (22 opened a brand new position + 44 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CDX holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 82 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CDX?

Mostly new holders — 76% entered in last year: Only 8 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.