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Simplify Managed Futures Strategy ETF

88 hedge funds and large institutions have $152M invested in Simplify Managed Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more capital invested

Capital invested by funds: $90.5M → $152M (+$61.4M)

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

49% more funds holding

Funds holding: 5988 (+29)

9.4% more ownership

Funds ownership: 43.97%53.37% (+9.4%)

Holders
88
Holders Change
+29
Holders Change %
+49.15%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
30
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$348K +$146K +5,550 +71%
GDP
52
Great Diamond Partners
Maine
$321K +$324K +12,349 New
OP
53
ORG Partners
Indiana
$320K -$827K -31,546 -72%
WWM
54
WT Wealth Management
Arizona
$314K +$307K +11,720 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$312K +$45.3K +1,728 +17%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$306K +$108K +4,116 +54%
Osaic Holdings
57
Osaic Holdings
Arizona
$299K -$146K -5,569 -33%
DC
58
Davenport & Co
Virginia
$286K +$288K +10,984 New
IFG
59
Independent Financial Group
California
$284K -$3.38K -129 -1%
Bessemer Group
60
Bessemer Group
New Jersey
$273K +$275K +10,500 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$272K +$274K +10,458 New
AWM
62
Axxcess Wealth Management
California
$266K +$268K +10,235 New
KAS
63
Kestra Advisory Services
Texas
$262K +$264K +10,083 New
CAG
64
Csenge Advisory Group
Florida
$253K +$250K +9,547 New
FCM
65
Fourpath Capital Management
Oklahoma
$239K +$241K +9,190 New
HBS
66
Howard Bailey Securities
Indiana
$231K +$233K +8,898 New
LAS
67
Lloyd Advisory Services
Georgia
$216K +$218K +8,316 New
RCM
68
Raleigh Capital Management
North Carolina
$171K +$173K +6,589 New
HGA
69
Hobbs Group Advisors
South Carolina
$120K -$4.43K -169 -4%
IA
70
IFP Advisors
Florida
$109K +$11.3K +431 +11%
Morgan Stanley
71
Morgan Stanley
New York
$79.1K -$51.9K -1,978 -39%
Bank of America
72
Bank of America
North Carolina
$79K -$51.9K -1,979 -39%
FFA
73
Farther Finance Advisors
California
$75.4K +$76K +2,900 New
CA
74
Continuum Advisory
Idaho
$69.6K
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$58.6K +$59.1K +2,255 New

CTA Hedge Fund Activity: Q3 2024 in Review

88 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2024, worth a combined $152M — up 68% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CTA positions and 4 closed out — a net gain of 29 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $18.3M. The largest seller was Miracle Mile Advisors, cutting an estimated $1.99M.

  • 88 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $152M of Simplify Managed Futures Strategy ETF stock for Q3 2024, up 68% quarter-over-quarter.
  • 33 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2024 and 4 closed out, a net change of +29 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2024 was Wells Fargo, an estimated $18.3M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2024 was Miracle Mile Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2024.