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Simplify Managed Futures Strategy ETF

45 hedge funds and large institutions have $73.8M invested in Simplify Managed Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
17
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
26
CSS LLC
Illinois
$300K +$300K +12,730 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$289K +$85.4K +3,619 +42%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$285K +$47.2K +1,983 +20%
MOS
29
MGO One Seven
Ohio
$251K +$24.9K +1,053 +11%
IAA
30
Ironsides Asset Advisors
North Carolina
$221K -$43.3K -1,835 -16%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$204K -$5.01K -212 -2%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$152K +$144K +6,104 +1,754%
UBS Group
33
UBS Group
Switzerland
$133K +$108K +4,578 +430%
SS
34
Sunbelt Securities
Texas
$45.2K +$45.2K +1,916 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$42.4K -$11.8K -500 -22%
Comerica Bank
36
Comerica Bank
Texas
$22K +$142 +6 +0.6%
SC
37
Solstein Capital
California
$16K -$126K -5,330 -89%
AWM
38
Atticus Wealth Management
Florida
$12K -$2.55K -108 -18%
GWM
39
Geneos Wealth Management
Colorado
$11.8K +$11.8K +500 New
HGA
40
Hobbs Group Advisors
South Carolina
$10.6K +$10.6K +448 New
IA
41
IFP Advisors
Florida
$3.19K -$2.1K -89 -40%
AWM
42
Able Wealth Management
New Jersey
$2.76K +$2.76K +117 New
HI
43
Harbour Investments
Wisconsin
$2.22K +$2.22K +94 New
PS
44
Principal Securities
Iowa
$2.15K +$2.15K +91 New
Morgan Stanley
45
Morgan Stanley
New York
$602 +$602 +24 New
PFG
46
Pacific Financial Group
Washington
-$4.87M -176,891 Closed
BW
47
Bison Wealth
Georgia
-$4.09M -148,301 Closed
WP
48
WealthShield Partners
North Carolina
-$932K -33,831 Closed
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
-$847K -30,731 Closed
Cerity Partners
50
Cerity Partners
New York
-$523K -18,977 Closed