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Simplify Managed Futures Strategy ETF

195 hedge funds and large institutions have $777M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 57

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $638M → $777M (+$139M)

6.56% more ownership

Funds ownership: 60.24%66.8% (+6.6%)

2% more funds holding

Funds holding: 191195 (+4)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
97
Reduced
57
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Atomi Financial Group
New York
$8.49M +$8.38M +303,670 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$8.27M +$369K +13,351 +5%
PJWM
28
Philip James Wealth Mangement
Georgia
$8.17M +$2.33M +84,490 +41%
Morgan Stanley
29
Morgan Stanley
New York
$7.93M +$161K +5,835 +2%
ECA
30
Elevated Capital Advisors
Utah
$7.76M +$2.36M +85,409 +44%
Osaic Holdings
31
Osaic Holdings
Arizona
$7.29M +$738K +26,733 +11%
PIS
32
POM Investment Strategies
North Carolina
$7.09M -$1.29M -46,709 -16%
JP Morgan Chase
33
JP Morgan Chase
New York
$6.6M +$6.52M +235,980 +235,980%
CL
34
COWA LLC
Oklahoma
$6.48M +$736K +26,645 +13%
NWM
35
Napa Wealth Management
California
$5.88M -$1.48M -53,473 -20%
AI
36
Atria Investments
North Carolina
$5.83M -$162K -5,873 -3%
AWS
37
Aspen Wealth Strategies
Colorado
$5.55M +$447K +16,206 +9%
DRS
38
Deane Retirement Strategies
Louisiana
$5.42M -$52K -1,885 -1%
BAM
39
Belpointe Asset Management
Nevada
$5.33M -$260K -9,401 -5%
MCM
40
MAI Capital Management
Ohio
$5.29M +$5.22M +189,180 New
LFA
41
Longview Financial Advisors
Alabama
$5.29M +$31.2K +1,129 +0.6%
MML Investors Services
42
MML Investors Services
Massachusetts
$5.1M +$490K +17,748 +11%
ACS
43
Archford Capital Strategies
Illinois
$4.6M +$41.5K +1,503 +0.9%
CL
44
CSS LLC
Illinois
$4.17M +$233K +8,425 +6%
EFG
45
Ethos Financial Group
Pennsylvania
$3.92M +$122K +4,406 +3%
IP
46
Ignite Planners
California
$3.9M -$85.1K -3,081 -2%
Stifel Financial
47
Stifel Financial
Missouri
$3.6M -$3.56K -129 -0.1%
PCA
48
PMV Capital Advisers
Texas
$3.5M +$606K +21,953 +21%
CW
49
CreativeOne Wealth
Kansas
$3.48M +$406K +14,710 +13%
SIM
50
Stratos Investment Management
Ohio
$3.47M +$29.7K +1,077 +0.9%

CTA Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2025, worth a combined $777M — up 22% from $638M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CTA positions and 24 closed out — a net gain of 8 holders — while 97 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 195 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2025, up from 191 in Q2 2025.
  • Funds reported $777M of Simplify Managed Futures Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 32 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2025 and 24 closed out, a net change of +8 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $61.2M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2025 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.