Simplify Managed Futures Strategy ETF
51 hedge funds and large institutions have $80.9M invested in Simplify Managed Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
11% more funds holding
Funds holding: 46 → 51 (+5)
9% more capital invested
Capital invested by funds: $74M → $80.9M (+$6.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.66% less ownership
Funds ownership: 54.13% → 49.47% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.44M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.9M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.65M |
| 4 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$1.27M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$1.56M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.42M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.42M |
| 4 |
Jane Street
New York
|
-$1.31M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$947K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $923 | +$910 | +37 | New |
|
|
OP
52
ORG Partners
Roanoke,
Indiana
| – | -$1.56M | -66,041 | Closed |
|
|
53
Jane Street
New York
| – | -$1.31M | -55,355 | Closed |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$820K | -34,763 | Closed |
|
|
DWM
55
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$431K | -18,280 | Closed |
|
|
AWM
56
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$12K | -508 | Closed |
|
|
AWM
57
Able Wealth Management
Toms River,
New Jersey
| – | -$2.76K | -117 | Closed |
|
CTA Hedge Fund Activity: Q1 2024 in Review
51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q1 2024, worth a combined $80.9M — up 9.3% from $74M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CTA positions and 6 closed out — a net gain of 7 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.44M. The largest seller was ORG Partners, exiting entirely with an estimated $1.56M sold.
- 51 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q1 2024, up from 46 in Q4 2023.
- Funds reported $80.9M of Simplify Managed Futures Strategy ETF stock for Q1 2024, up 9.3% quarter-over-quarter.
- 13 funds opened new Simplify Managed Futures Strategy ETF positions in Q1 2024 and 6 closed out, a net change of +7 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q1 2024 was LPL Financial, an estimated $5.44M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q1 2024 was ORG Partners, an estimated $1.56M sold.
Based on aggregated 13F filings for Q1 2024.