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Simplify Managed Futures Strategy ETF

38 hedge funds and large institutions have $43.5M invested in Simplify Managed Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-10
Holders Change %
-20.83%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SEA
26
Stegent Equity Advisors
Texas
$269K -$567K -24,212 -68%
IAA
27
Ironsides Asset Advisors
North Carolina
$269K
KAS
28
Kestra Advisory Services
Texas
$236K -$47 -2 -0%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$176K +$176K +7,637 New
SC
30
Solstein Capital
California
$141K -$310K -13,235 -69%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$111K -$1.8K -76 -2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$56.2K +$56.2K +2,400 New
IA
33
IFP Advisors
Florida
$35.8K -$742K -29,359 -95%
AWM
34
Atticus Wealth Management
Florida
$27K +$27K +1,154 New
UBS Group
35
UBS Group
Switzerland
$16.6K -$143K -6,123 -90%
PA
36
Parallel Advisors
California
$7.89K -$7.03K -300 -47%
Bank of America
37
Bank of America
North Carolina
$703
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$339 +$154 +6,579 +83%
GC
39
Gratus Capital
Georgia
-$14.7M -566,493 Closed
DWP
40
Destiny Wealth Partners
Florida
-$4.45M -171,156 Closed
TF
41
Trek Financial
Arizona
-$2.36M -90,818 Closed
AWM
42
AE Wealth Management
Kansas
-$946K -36,352 Closed
OFW
43
Omnia Family Wealth
Florida
-$683K -26,261 Closed
SPC
44
Sigma Planning Corp
Michigan
-$582K -22,395 Closed
FTUS
45
Flow Traders U.S.
New York
-$475K -18,269 Closed
FA
46
Fermata Advisors
California
-$358K -13,755 Closed
FANJ
47
Financial Architects (New Jersey)
New Jersey
-$348K -13,366 Closed
CPP
48
Capasso Planning Partners
South Carolina
-$336K -12,903 Closed
SG
49
StoneX Group
New York
-$295K -11,353 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$217K -8,337 Closed