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Simplify Managed Futures Strategy ETF

238 hedge funds and large institutions have $1.13B invested in Simplify Managed Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

34% more capital invested

Capital invested by funds: $838M → $1.13B (+$287M)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

14% more funds holding

Funds holding: 209238 (+29)

4.31% more ownership

Funds ownership: 70.98%75.29% (+4.3%)

Holders
238
Holders Change
+29
Holders Change %
+13.88%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
52
Increased
105
Reduced
72
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
NorthCrest Asset Manangement
Minnesota
$4.93M -$473K -16,257 -9%
CW
52
CreativeOne Wealth
Kansas
$4.86M +$1.72M +59,274 +58%
MCC
53
Money Concepts Capital
Florida
$4.61M +$4.44M +152,605 New
SAM
54
Simplify Asset Management
Nevada
$4.57M +$4.4M +151,381 New
HBS
55
Howard Bailey Securities
Indiana
$4.22M +$350K +12,026 +9%
PCA
56
PMV Capital Advisers
Texas
$4.17M +$209K +7,182 +5%
FA
57
Fiduciary Alliance
South Carolina
$4.17M +$2.47M +85,105 +149%
ULWM
58
Upper Left Wealth Management
Florida
$4.02M +$405K +13,913 +12%
WC
59
Waterloo Capital
Texas
$3.9M +$3.75M +129,051 New
CCFM
60
Clear Creek Financial Management
Washington
$3.89M +$137K +4,710 +4%
CP
61
Cumberland Partners
Ontario, Canada
$3.79M +$440K +15,147 +14%
PAG
62
Private Advisor Group
New Jersey
$3.78M -$67.6K -2,325 -2%
TWM
63
TriaGen Wealth Management
California
$3.57M +$98.2K +3,379 +3%
DAS
64
Dynamic Advisor Solutions
Arizona
$3.56M +$214K +7,357 +7%
FDG
65
Financial Discovery Group
Georgia
$3.52M +$3.39M +116,557 New
WWM
66
Western Wealth Management
Colorado
$3.46M +$104K +3,567 +3%
BOSSRA
67
B.O.S.S. Retirement Advisors
Utah
$3.31M +$120K +4,130 +4%
SA
68
Sanctuary Advisors
Indiana
$3.26M +$344K +11,821 +12%
SFSG
69
Sound Financial Strategies Group
Mississippi
$3.15M +$856K +29,435 +39%
FA
70
FSA Advisors
Michigan
$3.01M -$82.6K -2,841 -3%
AWM
71
Apollon Wealth Management
South Carolina
$2.97M +$1.53M +52,791 +116%
CIM
72
Cambria Investment Management
California
$2.92M +$891K +30,658 +46%
EMAM
73
Encompass More Asset Management
California
$2.91M +$1.12M +38,502 +67%
SIM
74
Stratos Investment Management
Ohio
$2.87M -$880K -30,271 -24%
SPIA
75
Steward Partners Investment Advisory
New York
$2.82M -$319K -10,977 -11%