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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

43 hedge funds and large institutions have $49.7M invested in Simplify Managed Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
7
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.82M
2
SAM
2
Simplify Asset Management
Nevada
$7.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.23M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$641K
5
AGA
5
Accuvest Global Advisors
Utah
$599K

Top Sellers

1
DWM
1
Dakota Wealth Management
Florida
$466K
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$0
3
MA
3
Mutual Advisors
Nebraska
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.1M
5
AAS
5
Ameritas Advisory Services
Nebraska
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$290K -$526K -20,469 -64%
KAS
27
Kestra Advisory Services
Texas
$257K – – –
FA
28
Fermata Advisors
California
$243K +$243K +9,530 New
PCM
29
Prelude Capital Management
New York
$235K -$147K -5,772 -38%
UBS Group
30
UBS Group
Switzerland
$223K +$205K +8,030 +1,134%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$220K +$26K +1,021 +13%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$220K +$220K +8,633 New
SWM
33
Silverlake Wealth Management
Vermont
$215K +$215K +8,444 New
SAF
34
Smith Anglin Financial
Texas
$210K -$494K -19,360 -70%
SC
35
Solstein Capital
California
$153K – – –
GWM
36
Geneos Wealth Management
Colorado
$126K +$126K +4,932 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$58.6K -$2.63K -103 -4%
IA
38
IFP Advisors
Florida
$18.9K -$17.2K -675 -48%
AWM
39
Atticus Wealth Management
Florida
$15.7K -$13.8K -540 -47%
PA
40
Parallel Advisors
California
$8.59K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$5.05K +$5.05K +198 New
Bank of America
42
Bank of America
North Carolina
$765 – – –
Morgan Stanley
43
Morgan Stanley
New York
$51 +$51 +2 New
CIBC World Market
44
CIBC World Market
Ontario, Canada
– -$959K -40,969 Closed
MA
45
Mutual Advisors
Nebraska
– -$916K -39,129 Closed
SWP
46
Strategic Wealth Partners
Ohio
– -$387K -16,505 Closed
SEA
47
Stegent Equity Advisors
Texas
– -$269K -11,487 Closed
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