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Simplify Managed Futures Strategy ETF

194 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, 96 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$3.41M
HBS
52
Howard Bailey Securities
Indiana
$3.3M
RWRC
53
R.W. Roge & Company
New York
$3.28M
CP
54
Cumberland Partners
Ontario, Canada
$3.26M
ULWM
55
Upper Left Wealth Management
Florida
$3.03M
WWM
56
Western Wealth Management
Colorado
$3.02M
SPIA
57
Steward Partners Investment Advisory
New York
$2.91M
KW
58
KWB Wealth
California
$2.9M
AWM
59
Austin Wealth Management
Texas
$2.84M
TWM
60
TriaGen Wealth Management
California
$2.82M
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$2.56M
Baird Financial Group
62
Baird Financial Group
Wisconsin
$2.56M
OAS
63
Optivise Advisory Services
Tennessee
$2.51M
SA
64
Sanctuary Advisors
Indiana
$2.5M
EF
65
Empowered Funds
Pennsylvania
$2.42M
CIM
66
Cambria Investment Management
California
$2.42M
AWA
67
Authentikos Wealth Advisory
California
$2.29M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.27M
PHS
69
Pekin Hardy Strauss
Illinois
$2.06M
MPW
70
Magnolia Private Wealth
Pennsylvania
$1.8M
PI
71
PFG Investments
New York
$1.79M
RGF
72
Retirement Guys Formula
Ohio
$1.75M
SFSG
73
Sound Financial Strategies Group
Mississippi
$1.68M
EMAM
74
Encompass More Asset Management
California
$1.67M
EAM
75
Empirical Asset Management
Massachusetts
$1.61M