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Simplify Managed Futures Strategy ETF
CTA

195 hedge funds and large institutions have $777M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 57

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $638M → $777M (+$139M)

6.56% more ownership

Funds ownership: 60.24% → 66.8% (+6.6%)

2% more funds holding

Funds holding: 191 → 195 (+4)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
97
Reduced
57
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$61.2M
2
IWP
IAG Wealth Partners
Wisconsin
+$21.4M
3
BIG
Boothe Investment Group
Delaware
+$13.3M
4
OFG
OmniStar Financial Group
North Carolina
+$8.4M
5
AFG
Atomi Financial Group
New York
+$8.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$22.2M
2
AWM
AE Wealth Management
Kansas
-$8.52M
3
PPW
Pasadena Private Wealth
California
-$8.03M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$6.8M
5
Jane Street
Jane Street
New York
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$3.41M -$112K -4,040 -3%
HBS
52
Howard Bailey Securities
Indiana
$3.3M -$831K -30,088 -20%
RWRC
53
R.W. Roge & Company
New York
$3.28M -$1.11M -40,218 -26%
CP
54
Cumberland Partners
Ontario, Canada
$3.26M +$116K +4,203 +4%
ULWM
55
Upper Left Wealth Management
Florida
$3.03M +$234K +8,480 +9%
WWM
56
Western Wealth Management
Colorado
$3.02M +$2M +72,364 +204%
SPIA
57
Steward Partners Investment Advisory
New York
$2.91M -$3.2M -116,073 -53%
KW
58
KWB Wealth
California
$2.9M +$906K +32,808 +43%
AWM
59
Austin Wealth Management
Texas
$2.84M +$451K +16,349 +19%
TWM
60
TriaGen Wealth Management
California
$2.82M +$2.79M +100,988 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$2.56M -$813K -29,452 -24%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$2.56M +$461K +16,681 +22%
OAS
63
Optivise Advisory Services
Tennessee
$2.51M +$365K +13,230 +17%
SA
64
Sanctuary Advisors
Indiana
$2.5M +$441K +15,990 +22%
CIM
65
Cambria Investment Management
California
$2.42M +$35.6K +1,290 +2%
EF
66
Empowered Funds
Pennsylvania
$2.42M +$35.6K +1,290 +2%
AWA
67
Authentikos Wealth Advisory
California
$2.29M -$629K -22,797 -22%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.34M +48,470 +148%
PHS
69
Pekin Hardy Strauss
Illinois
$2.06M +$270K +9,785 +15%
MPW
70
Magnolia Private Wealth
Pennsylvania
$1.8M -$217K -7,867 -11%
PI
71
PFG Investments
New York
$1.79M -$42K -1,521 -2%
RGF
72
Retirement Guys Formula
Ohio
$1.75M +$309K +11,184 +22%
SFSG
73
Sound Financial Strategies Group
Mississippi
$1.68M +$1.66M +60,224 New
EMAM
74
Encompass More Asset Management
California
$1.67M -$348K -12,602 -17%
EAM
75
Empirical Asset Management
Massachusetts
$1.61M +$1.59M +57,724 New
1 2
3
4 5

CTA Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2025, worth a combined $777M — up 22% from $638M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CTA positions and 24 closed out — a net gain of 8 holders — while 97 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 195 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2025, up from 191 in Q2 2025.
  • Funds reported $777M of Simplify Managed Futures Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 32 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2025 and 24 closed out, a net change of +8 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $61.2M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2025 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.