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Simplify Managed Futures Strategy ETF

186 hedge funds and large institutions have $625M invested in Simplify Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
47
Increased
81
Reduced
48
Closed
19
Calls
$987K
Puts
$417K
Net Calls
+$570K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Shares
Change %
AI
26
Atria Investments
North Carolina
$5.73M +$999K +37,344 +21%
ECA
27
Elevated Capital Advisors
Utah
$5.68M
PJWM
28
Philip James Wealth Mangement
Georgia
$5.55M +$224K +8,371 +4%
CL
29
COWA LLC
Oklahoma
$5.49M +$1.14M +42,717 +26%
BAM
30
Belpointe Asset Management
Nevada
$5.35M +$226K +8,434 +4%
DRS
31
Deane Retirement Strategies
Louisiana
$5.23M +$5.21M +195,011 +30,470%
LFA
32
Longview Financial Advisors
Alabama
$5.03M -$280K -10,463 -5%
BCMIO
33
Beacon Capital Management Inc (Ohio)
Ohio
$5M
AWS
34
Aspen Wealth Strategies
Colorado
$4.87M +$136K +5,098 +3%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.4M +$1.33M +49,718 +43%
AIM
36
Astor Investment Management
Illinois
$4.38M -$170K -6,367 -4%
ACS
37
Archford Capital Strategies
Illinois
$4.36M +$131K +4,916 +3%
RWRC
38
R.W. Roge & Company
New York
$4.21M +$2.14M +79,994 +103%
IP
39
Ignite Planners
California
$3.95M +$640K +23,088 +19%
CL
40
CSS LLC
Illinois
$3.76M +$436K +16,300 +13%
Jane Street
41
Jane Street
New York
$3.67M +$3.67M +137,103 New
EFG
42
Ethos Financial Group
Pennsylvania
$3.63M +$383K +14,325 +12%
Stifel Financial
43
Stifel Financial
Missouri
$3.45M -$258K -9,635 -7%
CCFM
44
Clear Creek Financial Management
Washington
$3.37M -$5.58M -208,815 -62%
Mariner
45
Mariner
Kansas
$3.36M +$934K +34,913 +39%
SIM
46
Stratos Investment Management
Ohio
$3.29M +$993K +37,129 +43%
FEG
47
Financial Enhancement Group
Indiana
$3.28M +$90.8K +3,257 +3%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$3.24M +$24.9K +931 +0.8%
FA
49
FSA Advisors
Michigan
$3.12M +$1.47M +55,049 +89%
CP
50
Cumberland Partners
Ontario, Canada
$3M +$6.44K +241 +0.2%