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Simplify Managed Futures Strategy ETF

110 hedge funds and large institutions have $252M invested in Simplify Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
47
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.81M +$2.81M +100,874 New
CL
27
CLG LLC
California
$2.72M +$2.72M +97,614 New
GS
28
GWN Securities
Florida
$2.62M +$2.62M +90,804 New
OIA
29
OneDigital Investment Advisors
Kansas
$2.58M +$191K +6,831 +8%
MMA
30
Miracle Mile Advisors
California
$2.43M -$4.32K -155 -0.2%
NYLIM
31
New York Life Investment Management
New York
$2.37M +$495K +17,761 +26%
LCGC
32
Legacy Capital Group California
California
$2.09M +$56K +2,007 +3%
CL
33
CSS LLC
Illinois
$2.09M +$949K +34,034 +84%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$907K +32,512 +111%
SWM
35
SFG Wealth Management
Maryland
$1.7M +$364K +13,060 +27%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.16M +41,487 +279%
PAG
37
Private Advisor Group
New Jersey
$1.5M +$843K +30,211 +129%
AWM
38
Aries Wealth Management
Maine
$1.43M +$190K +6,800 +15%
ACM
39
Andina Capital Management
Utah
$1.3M -$87K -3,121 -6%
ECA
40
Elevated Capital Advisors
Utah
$1.27M +$1.27M +45,639 New
OAS
41
Optivise Advisory Services
Tennessee
$1.12M -$18.3K -657 -2%
FWM
42
FMA Wealth Management
Massachusetts
$1.12M +$3.15K +113 +0.3%
SFS
43
Sharp Financial Services
Pennsylvania
$1.09M -$172K -6,175 -14%
GWSA
44
Global Wealth Strategies & Associates
Colorado
$1.07M +$1.07M +38,533 New
NWM
45
Napa Wealth Management
California
$1.04M -$203K -7,279 -16%
NL
46
NWAM LLC
Washington
$943K +$106K +3,813 +13%
OWP
47
ORG Wealth Partners
Texas
$916K +$19.8K +711 +2%
EMAM
48
Encompass More Asset Management
California
$895K +$895K +32,090 New
FA
49
FSA Advisors
Michigan
$817K +$817K +29,306 New
BJL
50
Brighton Jones LLC
Washington
$760K +$215K +7,710 +39%