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Simplify Managed Futures Strategy ETF

238 hedge funds and large institutions have $1.13B invested in Simplify Managed Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

34% more capital invested

Capital invested by funds: $838M → $1.13B (+$287M)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

14% more funds holding

Funds holding: 209238 (+29)

4.31% more ownership

Funds ownership: 70.98%75.29% (+4.3%)

Holders
238
Holders Change
+29
Holders Change %
+13.88%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
52
Increased
105
Reduced
72
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
26
OmniStar Financial Group
North Carolina
$11.9M +$506K +17,398 +5%
Truist Financial
27
Truist Financial
North Carolina
$11.5M +$324K +11,145 +3%
Raymond James Financial
28
Raymond James Financial
Florida
$11.3M +$1.1M +37,830 +11%
AFG
29
Atomi Financial Group
New York
$11.2M +$12.6K +432 +0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.12M +38,432 +12%
BCMIO
31
Beacon Capital Management Inc (Ohio)
Ohio
$10.5M +$4.71M +162,053 +87%
TF
32
Theory Financial
Colorado
$10.2M +$4.1M +141,052 +72%
ECA
33
Elevated Capital Advisors
Utah
$10.1M +$79.1K +2,719 +0.8%
CL
34
COWA LLC
Oklahoma
$9.1M +$764K +26,267 +10%
Wells Fargo
35
Wells Fargo
California
$8.65M +$8.3M +285,337 +33,808%
AWS
36
Aspen Wealth Strategies
Colorado
$7.92M +$150K +5,169 +2%
AI
37
Atria Investments
North Carolina
$6.87M +$1.49M +51,355 +29%
PJWM
38
Philip James Wealth Mangement
Georgia
$6.52M -$2.36M -81,056 -27%
KAS
39
Kestra Advisory Services
Texas
$6.3M +$2.05M +70,465 +51%
LFA
40
Longview Financial Advisors
Alabama
$6.24M +$453K +15,593 +8%
BAM
41
Belpointe Asset Management
Nevada
$6.11M +$43.2K +1,486 +0.7%
CL
42
CSS LLC
Illinois
$5.86M +$10.6K +364 +0.2%
Osaic Holdings
43
Osaic Holdings
Arizona
$5.76M -$1.35M -46,399 -20%
Morgan Stanley
44
Morgan Stanley
New York
$5.7M -$2.9M -99,708 -35%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5.66M -$80M -2,752,544 -94%
MCM
46
MAI Capital Management
Ohio
$5.53M -$15.3K -525 -0.3%
KCM
47
Key Capital Management
Tennessee
$5.51M +$657K +22,601 +14%
CCMG
48
Clark Capital Management Group
Pennsylvania
$5.24M -$4.76M -163,728 -49%
BIG
49
Brookwood Investment Group
Arizona
$5.22M +$4.45M +152,935 +770%
Stifel Financial
50
Stifel Financial
Missouri
$4.99M +$1.02M +35,092 +27%