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Simplify Managed Futures Strategy ETF

189 hedge funds and large institutions have $770M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$64.9M
BIG
3
Boothe Investment Group
Delaware
$44M
Bank of America
4
Bank of America
North Carolina
$25.8M
AWM
5
AE Wealth Management
Kansas
$24.9M
LPL Financial
6
LPL Financial
California
$23.3M
IWP
7
IAG Wealth Partners
Wisconsin
$21.7M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.7M
PAG
9
Private Advisor Group
New Jersey
$18M
PFA
10
Peak Financial Advisors
Colorado
$16.2M
HighTower Advisors
11
HighTower Advisors
Illinois
$15.8M
BCI
12
Brinker Capital Investments
Pennsylvania
$14.7M
NYLIM
13
New York Life Investment Management
New York
$14M
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9M
AFG
15
Altiora Financial Group
Ohio
$13.7M
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$11.6M
AIG
17
Abbington Investment Group
Connecticut
$11.3M
FCG
18
Fielder Capital Group
Tennessee
$10.1M
Truist Financial
19
Truist Financial
North Carolina
$9.95M
PPW
20
Pasadena Private Wealth
California
$9.84M
Raymond James Financial
21
Raymond James Financial
Florida
$9.57M
Wells Fargo
22
Wells Fargo
California
$9.47M
CCMG
23
Clark Capital Management Group
Pennsylvania
$9.26M
DAS
24
Dynamic Advisor Solutions
Arizona
$8.91M
OFG
25
OmniStar Financial Group
North Carolina
$8.51M