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Simplify Managed Futures Strategy ETF
CTA

111 hedge funds and large institutions have $253M 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, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

66% more capital invested

Capital invested by funds: $152M → $253M (+$101M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 88 → 111 (+23)

4.71% more ownership

Funds ownership: 53.37% → 58.09% (+4.7%)

Holders
111
Holders Change
+23
Holders Change %
+26.14%
% 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
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$15.3M
2
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
+$10.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.92M
4
PPW
Pasadena Private Wealth
California
+$4.91M
5
Morgan Stanley
Morgan Stanley
New York
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$883K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$601K
3
AIM
Astor Investment Management
Illinois
-$600K
4
CW
CreativeOne Wealth
Kansas
-$600K
5
BCI
Brinker Capital Investments
Pennsylvania
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.81M +$2.74M +100,874 New
CL
27
CLG LLC
California
$2.72M +$2.65M +97,614 New
GS
28
GWN Securities
Florida
$2.62M +$2.46M +90,804 New
OIA
29
OneDigital Investment Advisors
Kansas
$2.58M +$185K +6,831 +8%
MMA
30
Miracle Mile Advisors
California
$2.43M -$4.21K -155 -0.2%
NYLIM
31
New York Life Investment Management
New York
$2.37M +$482K +17,761 +26%
LCGC
32
Legacy Capital Group California
California
$2.09M +$54.4K +2,007 +3%
CL
33
CSS LLC
Illinois
$2.09M +$923K +34,034 +84%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$882K +32,512 +111%
SWM
35
SFG Wealth Management
Maryland
$1.7M +$354K +13,060 +27%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.57M +$1.13M +41,487 +279%
PAG
37
Private Advisor Group
New Jersey
$1.5M +$820K +30,211 +129%
AWM
38
Aries Wealth Management
Maine
$1.43M +$184K +6,800 +15%
ACM
39
Andina Capital Management
Utah
$1.3M -$84.7K -3,121 -6%
ECA
40
Elevated Capital Advisors
Utah
$1.27M +$1.24M +45,639 New
OAS
41
Optivise Advisory Services
Tennessee
$1.12M -$17.8K -657 -2%
FWM
42
FMA Wealth Management
Massachusetts
$1.12M +$3.06K +113 +0.3%
SFS
43
Sharp Financial Services
Pennsylvania
$1.09M -$168K -6,175 -14%
GWSA
44
Global Wealth Strategies & Associates
Colorado
$1.07M +$1.05M +38,533 New
NWM
45
Napa Wealth Management
California
$1.04M -$197K -7,279 -16%
NL
46
NWAM LLC
Washington
$943K +$103K +3,813 +13%
OWP
47
ORG Wealth Partners
Texas
$916K +$19.3K +711 +2%
EMAM
48
Encompass More Asset Management
California
$895K +$871K +32,090 New
FA
49
FSA Advisors
Michigan
$817K +$795K +29,306 New
BJL
50
Brighton Jones LLC
Washington
$760K +$209K +7,710 +39%
1
2
3 4 5

CTA Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q4 2024, worth a combined $253M — up 66% from $152M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CTA positions and 8 closed out — a net gain of 25 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $15.3M. The largest seller was Jane Street, exiting entirely with an estimated $883K sold.

  • 111 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q4 2024, up from 88 in Q3 2024.
  • Funds reported $253M of Simplify Managed Futures Strategy ETF stock for Q4 2024, up 66% quarter-over-quarter.
  • 33 funds opened new Simplify Managed Futures Strategy ETF positions in Q4 2024 and 8 closed out, a net change of +25 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q4 2024 was AE Wealth Management, an estimated $15.3M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q4 2024 was Jane Street, an estimated $883K sold.

Based on aggregated 13F filings for Q4 2024.