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Simplify Managed Futures Strategy ETF

58 hedge funds and large institutions have $90.2M invested in Simplify Managed Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
24
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
26
Brighton Jones LLC
Washington
$520K +$221K +8,192 +74%
CA
27
Cambridge Advisors
Nebraska
$508K +$13.3K +494 +3%
PAG
28
Private Advisor Group
New Jersey
$480K -$127K -4,718 -21%
Osaic Holdings
29
Osaic Holdings
Arizona
$459K +$384K +14,259 +508%
Truist Financial
30
Truist Financial
North Carolina
$453K -$5.63K -209 -1%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$449K +$33.1K +1,236 +8%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$441K +$53.6K +1,990 +14%
FA
33
Fermata Advisors
California
$405K +$7.27K +270 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$351K +$351K +13,057 New
MOS
35
MGO One Seven
Ohio
$346K +$10.4K +388 +3%
AI
36
Atria Investments
North Carolina
$312K +$312K +11,572 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$277K -$1.53M -56,885 -85%
FS
38
Ferguson Shapiro
Georgia
$257K +$257K +9,549 New
IAA
39
Ironsides Asset Advisors
North Carolina
$242K -$43.1K -1,600 -15%
MC
40
Moors & Cabot
Massachusetts
$211K -$302K -11,200 -59%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$206K +$45.8K +1,700 +29%
Morgan Stanley
42
Morgan Stanley
New York
$135K +$109K +4,037 +410%
Bank of America
43
Bank of America
North Carolina
$135K +$108K +3,997 +391%
HGA
44
Hobbs Group Advisors
South Carolina
$129K +$129K +4,780 New
IA
45
IFP Advisors
Florida
$102K +$13.7K +509 +16%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$78.3K +$78.3K +3,000 New
CA
47
Continuum Advisory
Idaho
$69.3K
GM
48
GeoWealth Management
Illinois
$33.8K +$6.95K +258 +26%
CA
49
CoreCap Advisors
Michigan
$21.2K +$20.2K +750 +2,027%
DRS
50
Deane Retirement Strategies
Louisiana
$20.4K +$8.86K +329 +77%