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Simplify Managed Futures Strategy ETF

165 hedge funds and large institutions have $532M invested in Simplify Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 68 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 11

333% more funds holding in top 10

Funds holding in top 10: 313 (+10)

172% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 25

111% more capital invested

Capital invested by funds: $253M → $532M (+$279M)

49% more funds holding

Funds holding: 111165 (+54)

2.3% less ownership

Funds ownership: 58.09%55.78% (-2.3%)

32% less call options, than puts

Call options by funds: $326K | Put options by funds: $477K

Holders
165
Holders Change
+54
Holders Change %
+48.65%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.17%
New
65
Increased
68
Reduced
25
Closed
11
Calls
$326K
Puts
$477K
Net Calls
-$151K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
76
Legacy Capital Group California
California
$1.23M -$973K -33,474 -45%
SRA
77
Secured Retirement Advisors
Minnesota
$1.21M +$1.19M +40,841 New
OWP
78
ORG Wealth Partners
Texas
$1.2M +$221K +7,616 +23%
HH
79
Hilltop Holdings
Texas
$1.15M +$1.13M +38,840 New
FWM
80
FMA Wealth Management
Massachusetts
$1.15M
FFA
81
Farther Finance Advisors
California
$1.14M +$965K +33,225 +663%
BJL
82
Brighton Jones LLC
Washington
$1.11M +$297K +10,216 +37%
BCM
83
Brookstone Capital Management
Illinois
$1.1M +$1.08M +37,250 New
RGF
84
Retirement Guys Formula
Ohio
$1.08M +$727K +25,022 +218%
SA
85
Sanctuary Advisors
Indiana
$1.03M +$1.01M +34,900 New
SFS
86
Sharp Financial Services
Pennsylvania
$999K -$153K -5,260 -13%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$996K +$676K +23,257 +224%
IWC
88
Integrated Wealth Concepts
Massachusetts
$983K +$454K +15,609 +89%
NL
89
NWAM LLC
Washington
$966K -$34.6K -1,191 -4%
SEA
90
Stegent Equity Advisors
Texas
$843K +$828K +28,493 New
Baird Financial Group
91
Baird Financial Group
Wisconsin
$839K +$824K +28,350 New
CSP
92
Cary Street Partners
Virginia
$831K +$134K +4,628 +20%
GVCM
93
Global View Capital Management
Wisconsin
$812K +$797K +27,421 New
AAS
94
Avantax Advisory Services
Texas
$796K +$151K +5,194 +24%
MPW
95
Magnolia Private Wealth
Pennsylvania
$783K +$398K +13,681 +107%
CGH
96
Crossmark Global Holdings
Texas
$719K +$709K +24,392 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$668K +$206K +7,082 +46%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$664K +$93K +3,201 +17%
WWM
99
WT Wealth Management
Arizona
$657K +$164K +5,633 +34%
FA
100
Fermata Advisors
California
$652K +$63.1K +2,173 +11%

CTA Hedge Fund Activity: Q1 2025 in Review

165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q1 2025, worth a combined $532M — up 111% from $253M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CTA positions and 11 closed out — a net gain of 54 holders — while 68 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $49.7M. The largest seller was Wells Fargo, cutting an estimated $9.45M.

  • 165 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q1 2025, up from 111 in Q4 2024.
  • Funds reported $532M of Simplify Managed Futures Strategy ETF stock for Q1 2025, up 111% quarter-over-quarter.
  • 65 funds opened new Simplify Managed Futures Strategy ETF positions in Q1 2025 and 11 closed out, a net change of +54 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q1 2025 was Bank of America, an estimated $49.7M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q1 2025 was Wells Fargo, an estimated $9.45M sold.

Based on aggregated 13F filings for Q1 2025.