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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

42 hedge funds and large institutions have $46.7M invested in Simplify Managed Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
9
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
Pacific Financial Group
Washington
$4.87M
2
BW
2
Bison Wealth
Georgia
$4.09M
3
CIM
3
Cambria Investment Management
California
$1.24M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$847K
5
AAS
5
Avantax Advisory Services
Texas
$623K

Top Sellers

1
Jane Street
1
Jane Street
New York
$377K
2
SAM
2
Simplify Asset Management
Nevada
$5.14M
3
PFA
3
Peak Financial Advisors
Colorado
$5.83M
4
PCP
4
Proficio Capital Partners
Massachusetts
$0
5
OP
5
ORG Partners
Indiana
$561K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
– -$126K -4,932 Closed
PA
52
Parallel Advisors
California
– -$8.59K -337 Closed
SPIA
53
Steward Partners Investment Advisory
New York
– -$5.05K -198 Closed
Bank of America
54
Bank of America
North Carolina
– -$765 -30 Closed
Morgan Stanley
55
Morgan Stanley
New York
– -$51 -2 Closed
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