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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

48 hedge funds and large institutions have $71.9M invested in Simplify Managed Futures Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+22
Holders Change %
+84.62%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
7
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Gratus Capital
Georgia
$14.7M
2
Jane Street
Jane Street
New York
$9.92M
3
PFA
Peak Financial Advisors
Colorado
$6.95M
4
AAS
Ameritas Advisory Services
Nebraska
$1.63M
5
PCP
Proficio Capital Partners
Massachusetts
$1.49M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.15M
3
ACM
Arlington Capital Management
Illinois
$0
4
SEA
Stegent Equity Advisors
Texas
$929K
5
BCI
Brinker Capital Investments
Pennsylvania
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$475K +$475K +18,269 New
PMG
27
ProVise Management Group
Florida
$440K +$440K +16,927 New
FA
28
Fermata Advisors
California
$358K +$358K +13,755 New
FANJ
29
Financial Architects (New Jersey)
New Jersey
$348K -$280K -10,754 -45%
CPP
30
Capasso Planning Partners
South Carolina
$336K +$336K +12,903 New
WP
31
WealthShield Partners
North Carolina
$325K +$325K +12,499 New
IAA
32
Ironsides Asset Advisors
North Carolina
$298K +$298K +11,465 New
SG
33
StoneX Group
New York
$295K +$295K +11,353 New
KAS
34
Kestra Advisory Services
Texas
$262K -$99K -3,806 -27%
Citadel Advisors
35
Citadel Advisors
Florida
$217K +$217K +8,337 New
BCI
36
Brinker Capital Investments
Pennsylvania
$206K -$1.92M -73,674 -90%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$205K +$205K +7,918 New
HighTower Advisors
38
HighTower Advisors
Illinois
$204K +$204K +7,840 New
UBS Group
39
UBS Group
Switzerland
$178K +$178K +6,831 New
NFSG
40
Newbridge Financial Services Group
Florida
$150K +$150K +5,785 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$125K +$125K +4,780 New
PA
42
Parallel Advisors
California
$16.6K +$16.6K +637 New
EWA
43
EverSource Wealth Advisors
Alabama
$11.9K +$11.9K +459 New
CCM
44
Cribstone Capital Management
Maine
$3.3K +$3.3K +127 New
Bank of America
45
Bank of America
North Carolina
$780 +$780 +30 New
Morgan Stanley
46
Morgan Stanley
New York
$286 +$286 +11 New
LIA
47
Luken Investment Analytics
Tennessee
$104 +$104 +4 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$26 +$26 +1 New
RJA
49
Raymond James & Associates
Florida
– -$9.65M -329,121 Closed
ACM
50
Arlington Capital Management
Illinois
– -$4.16M -141,651 Closed
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