Bank of New York Mellon
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Bank of New York Mellon’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Bank of New York Mellon’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,080
Closed -$281K – 4122
2024
Q4 		$281K Sell
10,080
-378
-4% -$10.3K ﹤0.01% 3815
2024
Q3 		$272K Buy
+10,458
New +$274K ﹤0.01% 3815

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of New York Mellon's CTA Position: Q1 2025 in Review

Bank of New York Mellon sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2025, closing a stake of 10,080 shares — an estimated $281K sold.

Bank of New York Mellon first reported a position in CTA in Q3 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 165 funds tracked by Wall St. Rank hold CTA as of Q1 2025.

  • Bank of New York Mellon reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 10,080 Simplify Managed Futures Strategy ETF shares in Q1 2025, an estimated $281K.
  • Bank of New York Mellon first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Bank of New York Mellon's Simplify Managed Futures Strategy ETF position peaked at $281K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2025.

Based on Bank of New York Mellon's 13F filing for Q1 2025, filed 29 Apr 2025.