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Simplify Managed Futures Strategy ETF

183 hedge funds and large institutions have $617M invested in Simplify Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
183
Holders Change
+21
Holders Change %
+12.96%
% of All Funds
2.46%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
46
Increased
81
Reduced
47
Closed
19
Calls
$987K
Puts
$417K
Net Calls
+$570K
Net Calls Change
+$721K
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$63.5M 2,375,839 +2,353,256 +10,420%
Bank of America
2
Bank of America
North Carolina
$46.2M 1,727,721 +12,920 +0.8%
AWM
3
AE Wealth Management
Kansas
$32.1M 1,198,924 +226,842 +23%
BIG
4
Boothe Investment Group
Delaware
$29.2M 1,091,693 +1,091,693 New
LPL Financial
5
LPL Financial
California
$22.8M 853,567 +109,654 +15%
BCMLT
6
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.9M 743,247 +22,181 +3%
PAG
7
Private Advisor Group
New Jersey
$17.4M 649,039 +222,035 +52%
PPW
8
Pasadena Private Wealth
California
$17.2M 642,421 +101,486 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17M 635,079 +176,514 +38%
PFA
10
Peak Financial Advisors
Colorado
$14.4M 540,375 +213,303 +65%
BCI
11
Brinker Capital Investments
Pennsylvania
$14.2M 531,164 +107,953 +26%
HighTower Advisors
12
HighTower Advisors
Illinois
$14M 522,298 -184,017 -26%
AFG
13
Altiora Financial Group
Ohio
$10.6M 395,833 +3,573 +0.9%
Wells Fargo
14
Wells Fargo
California
$9.3M 347,892 -6,565 -2%
FCG
15
Fielder Capital Group
Tennessee
$9.16M 342,726 +342,726 New
Truist Financial
16
Truist Financial
North Carolina
$8.69M 325,132 +306,942 +1,687%
NYLIM
17
New York Life Investment Management
New York
$8.58M 320,834 +188,513 +142%
DAS
18
Dynamic Advisor Solutions
Arizona
$8.49M 317,566 +114,318 +56%
CCMG
19
Clark Capital Management Group
Pennsylvania
$8.29M 310,132 +236,042 +319%
PIS
20
POM Investment Strategies
North Carolina
$8.03M 300,265 +14,071 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.55M 282,412 +15,862 +6%
Morgan Stanley
22
Morgan Stanley
New York
$7.42M 277,517 +12,999 +5%
NWM
23
Napa Wealth Management
California
$7.05M 263,528 -18,778 -7%
SPIA
24
Steward Partners Investment Advisory
New York
$5.89M 220,239 +17,120 +8%
Raymond James Financial
25
Raymond James Financial
Florida
$5.75M 215,027 +215,027 New