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Simplify Managed Futures Strategy ETF

88 hedge funds and large institutions have $152M invested in Simplify Managed Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more capital invested

Capital invested by funds: $90.5M → $152M (+$61.4M)

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

49% more funds holding

Funds holding: 5988 (+29)

9.4% more ownership

Funds ownership: 43.97%53.37% (+9.4%)

Holders
88
Holders Change
+29
Holders Change %
+49.15%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
30
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Aries Wealth Management
Maine
$1.16M +$97K +3,700 +9%
CW
27
CreativeOne Wealth
Kansas
$1.09M +$532K +20,297 +94%
CL
28
CSS LLC
Illinois
$1.06M +$52.4K +2,000 +5%
OAS
29
Optivise Advisory Services
Tennessee
$1.06M +$271K +10,348 +34%
FWM
30
FMA Wealth Management
Massachusetts
$1.04M +$99.2K +3,785 +10%
Jane Street
31
Jane Street
New York
$883K +$890K +33,962 New
OWP
32
ORG Wealth Partners
Texas
$835K +$842K +32,125 New
NL
33
NWAM LLC
Washington
$780K +$787K +30,011 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$763K +$340K +12,962 +79%
GM
35
GeoWealth Management
Illinois
$736K +$710K +27,064 +2,153%
PAG
36
Private Advisor Group
New Jersey
$610K +$148K +5,628 +32%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$601K +$524K +20,000 +667%
CA
38
Cambridge Advisors
Nebraska
$535K +$45K +1,717 +9%
MCC
39
Money Concepts Capital
Florida
$527K -$509K -19,418 -49%
BJL
40
Brighton Jones LLC
Washington
$508K +$5.79K +221 +1%
AAS
41
Avantax Advisory Services
Texas
$501K -$10.3K -393 -2%
LCWP
42
Legacy Capital Wealth Partners
Arkansas
$500K +$504K +19,228 New
Truist Financial
43
Truist Financial
North Carolina
$498K +$60.9K +2,322 +14%
DCM
44
Discovery Capital Management
Connecticut
$497K +$501K +19,100 New
Betterment LLC
45
Betterment LLC
New York
$477K +$481K +18,352 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$425K -$9.78K -373 -2%
FA
47
Fermata Advisors
California
$399K +$8.23K +314 +2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$386K +$380K +14,485 +3,863%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$384K -$231K -8,808 -37%
MOS
50
MGO One Seven
Ohio
$349K +$14.9K +569 +4%

CTA Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2024, worth a combined $152M — up 68% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CTA positions and 4 closed out — a net gain of 29 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $18.3M. The largest seller was Miracle Mile Advisors, cutting an estimated $1.99M.

  • 88 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $152M of Simplify Managed Futures Strategy ETF stock for Q3 2024, up 68% quarter-over-quarter.
  • 33 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2024 and 4 closed out, a net change of +29 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2024 was Wells Fargo, an estimated $18.3M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2024 was Miracle Mile Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2024.