CDX Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (CDX) following the 2026 Q2 hedge fund 13F filings?

As of today, CDX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CDX gained -1.0% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (CDX)

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

Smart Money Signals — CDX

Based on 88 hedge funds · latest filing: 2026 Q1 · 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

88 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 — +267% more funds vs a year ago

fund count last 6Q

+64 new funds entered over the past year (+267% 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 — 60% buying

56 buying38 selling

Last quarter: 56 funds were net buyers (17 opened a brand new position + 39 added to an existing one). Only 38 were sellers (24 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 29 → 33 → 23 → 17. 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 — 61% entered in last year

■ 12% conviction (2yr+) ■ 26% medium ■ 61% new

Only 11 funds (12%) 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.

📊

Peak discovery — momentum slowing

4 → 29 → 33 → 23 → 17 new funds/Q

New funds entering each quarter: 29 → 33 → 23 → 17. CDX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 77% of holders entered in last year

■ 12% veterans ■ 10% 1-2yr ■ 77% new

Of 88 current holders: 68 (77%) entered in the past year, only 11 (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

8 of 87 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.

6.3

out of 10

Moderate Exit Risk

Exit risk score 6.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	87	85	2.35%
13F Shares	15M	13M	11.85%
Total Value	$302M	$292M	3.62%
New Positions	16	23	-7
Increased Positions	39	45	-6
Closed Positions	14	7	+7
Reduced Positions	24	15	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

2.35%

13F Shares

15M

13M

11.85%

Total Value

$302M

$292M

3.62%

New Positions

-7

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CDX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Park Edge Advisors, LLC	3.43%	772,287	$16.3M
2	Altiora Financial Group, LLC	1.91%	572,852	$12.1M
3	Insight Wealth Strategies, LLC	1.56%	764,328	$16.0M
4	Drive Wealth Management, LLC	1.41%	374,924	$7.9M
5	Adapt Wealth Advisors, LLC	1.39%	201,459	$4.3M
6	Independent Wealth Advisors LLC	0.88%	45,848	$968K
7	Regatta Research & Money Management	0.86%	43,300	$914K
8	Signature Estate & Investment Advisors LLC	0.74%	1,941,740	$41.0M
9	Centennial Wealth Advisory LLC	0.45%	99,052	$2.1M
10	Security National Bank	0.44%	173,368	$3.7M
11	Mosley Wealth Management	0.35%	51,665	$1.1M
12	Soltis Investment Advisors LLC	0.32%	273,003	$5.8M
13	WealthCare Asset Management, LLC	0.30%	34,128	$721K
14	BayBridge Capital Group, LLC	0.28%	25,446	$537K
15	Flagship Harbor Advisors, LLC	0.26%	318,211	$6.7M
16	Meridian Wealth Management, LLC	0.20%	314,635	$6.6M
17	Fifth Third Securities, INC.	0.20%	165,206	$3.5M
18	Advisor Resource Council	0.19%	32,003	$671K
19	Pekin Hardy Strauss, Inc.	0.18%	96,820	$2.0M
20	AE Wealth Management LLC	0.12%	1,184,163	$25.0M
21	Advisor OS, LLC	0.11%	79,922	$1.7M
22	Luminist Capital LLC	0.11%	4,666	$99K
23	Principal Securities, INC.	0.11%	432,404	$9.1M
24	Almanack Investment Partners, LLC.	0.09%	33,098	$699K
25	MBA Advisors LLC	0.08%	11,761	$248K

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 — 60% buying: Last quarter: 56 funds were net buyers (17 opened a brand new position + 39 added to an existing one). Only 38 were sellers (24 trimmed + 14 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: 8 of 87 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 — 61% entered in last year: Only 11 funds (12%) 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.

Is it too late to buy Simplify Exchange Traded Fun (CDX) following the 2026 Q2 hedge fund 13F filings?

As of today, CDX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CDX has gained -1.0% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Simplify Exchange Traded Fun (CDX)

Smart Money Signals — CDX

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +267% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 61% entered in last year

Peak discovery — momentum slowing

Early stage — 77% of holders entered in last year

Smaller funds dominant — 16% AUM from top-100

Institutional Sentiment Summary — CDX

Hedge Fund Ownership: CDX

Market Analysis: CDX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CDX

Is It Too Late to Buy Simplify Exchange Traded Fun (CDX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CDX

Statistics: CDX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Simplify Exchange Traded Fun (CDX)

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