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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

87 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, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+29
Holders Change %
+50%
% 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
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$18.1M
2
AIM
Astor Investment Management
Illinois
$8.49M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.39M
4
HighTower Advisors
HighTower Advisors
Illinois
$6.21M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$4.85M

Top Sellers

1
MMA
Miracle Mile Advisors
California
$2.27M
2
CCFM
Clear Creek Financial Management
Washington
$8.62M
3
OP
ORG Partners
Indiana
$320K
4
SAM
Simplify Asset Management
Nevada
$1.41M
5
MCC
Money Concepts Capital
Florida
$527K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aries Wealth Management
Maine
$1.16M +$96.2K +3,700 +9%
CW
27
CreativeOne Wealth
Kansas
$1.09M +$528K +20,297 +94%
CL
28
CSS LLC
Illinois
$1.06M +$52K +2,000 +5%
OAS
29
Optivise Advisory Services
Tennessee
$1.06M +$269K +10,348 +34%
FWM
30
FMA Wealth Management
Massachusetts
$1.04M +$98.4K +3,785 +10%
Jane Street
31
Jane Street
New York
$883K +$883K +33,962 New
OWP
32
ORG Wealth Partners
Texas
$835K +$835K +32,125 New
NL
33
NWAM LLC
Washington
$780K +$780K +30,011 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$763K +$337K +12,962 +79%
GM
35
GeoWealth Management
Illinois
$736K +$704K +27,064 +2,153%
PAG
36
Private Advisor Group
New Jersey
$610K +$146K +5,628 +32%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$601K +$523K +20,000 +667%
CA
38
Cambridge Advisors
Nebraska
$535K +$44.6K +1,717 +9%
MCC
39
Money Concepts Capital
Florida
$527K -$505K -19,418 -49%
BJL
40
Brighton Jones LLC
Washington
$508K +$5.75K +221 +1%
AAS
41
Avantax Advisory Services
Texas
$501K -$10.2K -393 -2%
LCWP
42
Legacy Capital Wealth Partners
Arkansas
$500K +$500K +19,228 New
Truist Financial
43
Truist Financial
North Carolina
$498K +$60.4K +2,322 +14%
DCM
44
Discovery Capital Management
Connecticut
$497K +$497K +19,100 New
Betterment LLC
45
Betterment LLC
New York
$477K +$477K +18,352 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$425K -$9.7K -373 -2%
FA
47
Fermata Advisors
California
$399K +$8.16K +314 +2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$386K +$376K +14,485 +3,863%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$384K -$229K -8,808 -37%
MOS
50
MGO One Seven
Ohio
$349K +$14.8K +569 +4%
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