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Simplify Managed Futures Strategy ETF

110 hedge funds and large institutions have $252M invested in Simplify Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
47
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSP
51
Cary Street Partners
Virginia
$654K +$654K +23,460 New
GM
52
GeoWealth Management
Illinois
$634K -$156K -5,588 -20%
AAS
53
Avantax Advisory Services
Texas
$605K +$68.4K +2,453 +13%
CA
54
Cambridge Advisors
Nebraska
$575K +$920 +33 +0.2%
Truist Financial
55
Truist Financial
North Carolina
$557K +$23.2K +832 +4%
FA
56
Fermata Advisors
California
$554K +$126K +4,502 +29%
CW
57
CreativeOne Wealth
Kansas
$552K -$617K -22,110 -53%
Betterment LLC
58
Betterment LLC
New York
$538K +$25.9K +927 +5%
IWM
59
IHT Wealth Management
Illinois
$537K +$537K +19,263 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$537K +$80.6K +2,890 +18%
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$520K -$16.3K -585 -3%
IWC
62
Integrated Wealth Concepts
Massachusetts
$490K +$490K +17,585 New
MAWAG
63
Mid-American Wealth Advisory Group
Missouri
$484K +$484K +17,336 New
WWM
64
WT Wealth Management
Arizona
$462K +$135K +4,842 +41%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$448K +$35.8K +1,283 +9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$432K +$104K +3,745 +32%
LC
67
Luminist Capital
Michigan
$429K +$429K +15,399 New
MC
68
Moors & Cabot
Massachusetts
$420K +$46K +1,650 +12%
BOSSRA
69
B.O.S.S. Retirement Advisors
Utah
$403K +$403K +14,453 New
DWM
70
Drive Wealth Management
Utah
$380K +$380K +13,622 New
MOS
71
MGO One Seven
Ohio
$378K +$3.12K +112 +0.8%
MPW
72
Magnolia Private Wealth
Pennsylvania
$356K +$356K +12,755 New
ASN
73
Advisory Services Network
Georgia
$346K +$346K +12,413 New
GDP
74
Great Diamond Partners
Maine
$344K
Osaic Holdings
75
Osaic Holdings
Arizona
$342K +$21.8K +781 +7%