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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

186 hedge funds and large institutions have $625M invested in Simplify Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
47
Increased
81
Reduced
48
Closed
19
Calls
$987K
Puts
$417K
Net Calls
+$570K
Net Calls Change
+$721K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.5M
2
BIG
Boothe Investment Group
Delaware
$29.2M
3
FCG
Fielder Capital Group
Tennessee
$9.16M
4
Truist Financial
Truist Financial
North Carolina
$8.69M
5
CCMG
Clark Capital Management Group
Pennsylvania
$8.29M

Top Sellers

1
WWM
Whalen Wealth Management
Nevada
$0
2
ARC
Advisor Resource Council
Texas
$202K
3
CCFM
Clear Creek Financial Management
Washington
$3.37M
4
HighTower Advisors
HighTower Advisors
Illinois
$14M
5
MCC
Money Concepts Capital
Florida
$376K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$2.93M +$2.58M +96,528 +730%
CL
52
CLG LLC
California
$2.89M -$283K -10,599 -9%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.89M +$2.89M +108,196 New
PCA
54
PMV Capital Advisers
Texas
$2.76M +$2.76M +103,273 New
ULWM
55
Upper Left Wealth Management
Florida
$2.67M -$620K -23,189 -19%
AWA
56
Authentikos Wealth Advisory
California
$2.61M -$805K -30,115 -24%
AWM
57
Austin Wealth Management
Texas
$2.32M +$2.32M +84,380 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$1.38M +50,935 +151%
CIM
59
Cambria Investment Management
California
$2.28M +$2.28M +85,291 New
EF
60
Empowered Funds
Pennsylvania
$2.28M +$2.28M +85,291 New
AWM
61
Apollon Wealth Management
South Carolina
$2.24M +$410K +15,316 +22%
KW
62
KWB Wealth
California
$2.23M +$2.23M +75,464 New
OAS
63
Optivise Advisory Services
Tennessee
$2.05M +$410K +15,332 +25%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2M +$1.24M +46,482 +164%
EMAM
65
Encompass More Asset Management
California
$1.94M -$582K -21,783 -23%
MPW
66
Magnolia Private Wealth
Pennsylvania
$1.93M +$1.22M +45,699 +173%
TWM
67
TCFG Wealth Management
California
$1.89M +$44.9K +1,679 +2%
PI
68
PFG Investments
New York
$1.75M +$454K +16,989 +35%
FA
69
Fiduciary Alliance
South Carolina
$1.73M +$1.73M +64,684 New
Citadel Advisors
70
Citadel Advisors
Florida
$1.72M +$1.52M +56,831 +774%
PHS
71
Pekin Hardy Strauss
Illinois
$1.71M +$1.71M +63,795 New
AWM
72
Aries Wealth Management
Maine
$1.48M +$112K +4,206 +8%
MMA
73
Miracle Mile Advisors
California
$1.48M -$135K -5,048 -8%
DWM
74
Darwin Wealth Management
Florida
$1.44M +$1.44M +53,666 New
RGF
75
Retirement Guys Formula
Ohio
$1.37M +$396K +14,791 +41%
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3
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