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Simplify Managed Futures Strategy ETF

50 hedge funds and large institutions have $80.6M invested in Simplify Managed Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
19
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$365K +$365K +14,639 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$359K +$54K +2,166 +18%
CW
28
CreativeOne Wealth
Kansas
$322K +$322K +12,911 New
MOS
29
MGO One Seven
Ohio
$311K +$45.7K +1,832 +17%
BJL
30
Brighton Jones LLC
Washington
$278K +$278K +11,128 New
IAA
31
Ironsides Asset Advisors
North Carolina
$264K +$30.8K +1,235 +13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$210K -$5.06K -203 -2%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$148K -$12.8K -512 -8%
IA
34
IFP Advisors
Florida
$81.5K +$78.1K +3,131 +2,319%
Osaic Holdings
35
Osaic Holdings
Arizona
$70.1K +$70.1K +2,809 New
CA
36
Continuum Advisory
Idaho
$69.6K +$69.6K +2,575 New
SS
37
Sunbelt Securities
Texas
$47.8K +$50 +2 +0.1%
Bank of America
38
Bank of America
North Carolina
$25.5K +$25.5K +1,021 New
GM
39
GeoWealth Management
Illinois
$24.9K +$24.9K +999 New
Morgan Stanley
40
Morgan Stanley
New York
$24.6K +$24K +960 +4,000%
Comerica Bank
41
Comerica Bank
Texas
$23.1K -$100 -4 -0.4%
UBS Group
42
UBS Group
Switzerland
$17.5K -$123K -4,942 -88%
SC
43
Solstein Capital
California
$17K
GWM
44
Geneos Wealth Management
Colorado
$12.5K
DRS
45
Deane Retirement Strategies
Louisiana
$10.7K +$10.7K +430 New
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$9.23K -$35.6K -1,427 -79%
MCM
47
MV Capital Management
Maryland
$2.52K +$2.52K +101 New
PS
48
Principal Securities
Iowa
$2.27K
HI
49
Harbour Investments
Wisconsin
$1.5K -$848 -34 -36%
CA
50
CoreCap Advisors
Michigan
$923 +$923 +37 New