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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

87 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, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+29
Holders Change %
+50%
% 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
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$18.1M
2
AIM
2
Astor Investment Management
Illinois
$8.49M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.39M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$6.21M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$4.85M

Top Sellers

1
MMA
1
Miracle Mile Advisors
California
$2.27M
2
CCFM
2
Clear Creek Financial Management
Washington
$8.62M
3
OP
3
ORG Partners
Indiana
$320K
4
SAM
4
Simplify Asset Management
Nevada
$1.41M
5
MCC
5
Money Concepts Capital
Florida
$527K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$348K +$144K +5,550 +71%
GDP
52
Great Diamond Partners
Maine
$321K +$321K +12,349 New
OP
53
ORG Partners
Indiana
$320K -$821K -31,546 -72%
WWM
54
WT Wealth Management
Arizona
$314K +$314K +11,720 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$312K +$44.9K +1,728 +17%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$306K +$107K +4,116 +54%
Osaic Holdings
57
Osaic Holdings
Arizona
$299K -$145K -5,569 -33%
DC
58
Davenport & Co
Virginia
$286K +$286K +10,984 New
Bessemer Group
59
Bessemer Group
New Jersey
$273K +$273K +10,500 New
Bank of New York Mellon
60
Bank of New York Mellon
New York
$272K +$272K +10,458 New
AWM
61
Axxcess Wealth Management
California
$266K +$266K +10,235 New
KAS
62
Kestra Advisory Services
Texas
$262K +$262K +10,083 New
CAG
63
Csenge Advisory Group
Florida
$253K +$253K +9,547 New
FCM
64
Fourpath Capital Management
Oklahoma
$239K +$239K +9,190 New
HBS
65
Howard Bailey Securities
Indiana
$231K +$231K +8,898 New
LAS
66
Lloyd Advisory Services
Georgia
$216K +$216K +8,316 New
RCM
67
Raleigh Capital Management
North Carolina
$171K +$171K +6,589 New
HGA
68
Hobbs Group Advisors
South Carolina
$120K -$4.39K -169 -4%
IA
69
IFP Advisors
Florida
$109K +$11.2K +431 +11%
Morgan Stanley
70
Morgan Stanley
New York
$79.1K -$51.4K -1,978 -39%
Bank of America
71
Bank of America
North Carolina
$79K -$51.5K -1,979 -39%
FFA
72
Farther Finance Advisors
California
$75.4K +$75.4K +2,900 New
CA
73
Continuum Advisory
Idaho
$69.6K – – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$58.6K +$58.6K +2,255 New
AWA
75
Authentikos Wealth Advisory
California
$30.5K +$30.5K +1,174 New
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