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Simplify Managed Futures Strategy ETF

191 hedge funds and large institutions have $773M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
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
RWRC
52
R.W. Roge & Company
New York
$3.28M
CP
53
Cumberland Partners
Ontario, Canada
$3.26M
ULWM
54
Upper Left Wealth Management
Florida
$3.03M
WWM
55
Western Wealth Management
Colorado
$3.02M
SPIA
56
Steward Partners Investment Advisory
New York
$2.91M
KW
57
KWB Wealth
California
$2.9M
AWM
58
Austin Wealth Management
Texas
$2.84M
TWM
59
TriaGen Wealth Management
California
$2.82M
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$2.56M
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.56M
OAS
62
Optivise Advisory Services
Tennessee
$2.51M
SA
63
Sanctuary Advisors
Indiana
$2.5M
CIM
64
Cambria Investment Management
California
$2.42M
EF
65
Empowered Funds
Pennsylvania
$2.42M
AWA
66
Authentikos Wealth Advisory
California
$2.29M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.27M
PHS
68
Pekin Hardy Strauss
Illinois
$2.06M
MPW
69
Magnolia Private Wealth
Pennsylvania
$1.8M
PI
70
PFG Investments
New York
$1.79M
RGF
71
Retirement Guys Formula
Ohio
$1.75M
SFSG
72
Sound Financial Strategies Group
Mississippi
$1.68M
EMAM
73
Encompass More Asset Management
California
$1.67M
EAM
74
Empirical Asset Management
Massachusetts
$1.61M
DWM
75
Darwin Wealth Management
Florida
$1.61M