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Simplify Managed Futures Strategy ETF

42 hedge funds and large institutions have $46.7M invested in Simplify Managed Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
9
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$264K +$264K +9,600 New
MOS
27
MGO One Seven
Ohio
$264K +$264K +9,596 New
KAS
28
Kestra Advisory Services
Texas
$245K -$31.8K -1,155 -11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$244K -$114K -4,131 -32%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$237K -$413 -15 -0.2%
SWM
31
Silverlake Wealth Management
Vermont
$202K -$30.5K -1,107 -13%
KPWS
32
Kestra Private Wealth Services
Texas
$201K +$201K +7,282 New
SC
33
Solstein Capital
California
$166K
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$63.3K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$61.9K -$424K -15,727 -87%
UBS Group
36
UBS Group
Switzerland
$29.3K -$211K -7,674 -88%
Comerica Bank
37
Comerica Bank
Texas
$25.5K +$25.5K +924 New
AWM
38
Atticus Wealth Management
Florida
$17K +$55 +2 +0.3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10K +$10K +348 New
Osaic Holdings
40
Osaic Holdings
Arizona
$6.5K +$6.5K +236 New
IA
41
IFP Advisors
Florida
$6.17K -$14.3K -518 -70%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$55 +$55 +2 New
PCP
43
Proficio Capital Partners
Massachusetts
-$1.39M -54,365 Closed
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
-$1.23M -48,308 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$641K -25,136 Closed
AGA
46
Accuvest Global Advisors
Utah
-$599K -23,505 Closed
PMG
47
ProVise Management Group
Florida
-$328K -12,844 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$290K -11,299 Closed
PCM
49
Prelude Capital Management
New York
-$235K -9,228 Closed
SAF
50
Smith Anglin Financial
Texas
-$210K -8,237 Closed