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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

186 hedge funds and large institutions have $625M invested in Simplify Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
47
Increased
81
Reduced
48
Closed
19
Calls
$987K
Puts
$417K
Net Calls
+$570K
Net Calls Change
+$721K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$63.5M
2
BIG
Boothe Investment Group
Delaware
$29.2M
3
FCG
Fielder Capital Group
Tennessee
$9.16M
4
Truist Financial
Truist Financial
North Carolina
$8.69M
5
CCMG
Clark Capital Management Group
Pennsylvania
$8.29M

Top Sellers

1
WWM
Whalen Wealth Management
Nevada
$0
2
ARC
Advisor Resource Council
Texas
$202K
3
CCFM
Clear Creek Financial Management
Washington
$3.37M
4
HighTower Advisors
HighTower Advisors
Illinois
$14M
5
MCC
Money Concepts Capital
Florida
$376K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Andina Capital Management
Utah
$1.37M +$5.86K +219 +0.4%
SFS
77
Sharp Financial Services
Pennsylvania
$1.32M +$421K +15,750 +47%
WA
78
WESPAC Advisors
California
$1.32M -$43.7K -1,633 -3%
BOSSRA
79
B.O.S.S. Retirement Advisors
Utah
$1.28M +$720K +26,924 +128%
SWP
80
Stratos Wealth Partners
Ohio
$1.25M -$684K -25,575 -35%
HI
81
Harbour Investments
Wisconsin
$1.25M -$36.2K -1,355 -3%
FWM
82
FMA Wealth Management
Massachusetts
$1.25M +$180K +6,728 +17%
SRA
83
Secured Retirement Advisors
Minnesota
$1.22M +$126K +4,695 +11%
PS
84
Principal Securities
Iowa
$1.22M +$1.2M +44,828 +7,104%
PCP
85
Proficio Capital Partners
Massachusetts
$1.18M +$936K +35,000 +390%
OWP
86
ORG Wealth Partners
Texas
$1.14M +$56.7K +2,118 +5%
LCGC
87
Legacy Capital Group California
California
$1.12M +$6.98K +261 +0.6%
GWSA
88
Global Wealth Strategies & Associates
Colorado
$1.06M -$66.4K -2,483 -6%
FIS
89
Fischer Investment Strategies
California
$1.06M -$3.89M -145,304 -79%
BJL
90
Brighton Jones LLC
Washington
$1.01M +$9.39K +351 +0.9%
KAS
91
Kestra Advisory Services
Texas
$988K +$449K +16,789 +83%
IWC
92
Integrated Wealth Concepts
Massachusetts
$968K +$80.5K +3,010 +9%
BCM
93
Brookstone Capital Management
Illinois
$956K -$40K -1,494 -4%
HH
94
Hilltop Holdings
Texas
$951K -$87.1K -3,258 -8%
WWM
95
Western Wealth Management
Colorado
$951K +$951K +35,556 New
DIM
96
Delta Investment Management
California
$944K +$944K +35,302 New
OC
97
Oppenheimer & Co
New York
$939K +$939K +35,122 New
FA
98
Fermata Advisors
California
$926K +$337K +12,600 +57%
DRP
99
Decker Retirement Planning
Utah
$925K +$534K +19,956 +136%
LAM
100
L2 Asset Management
Massachusetts
$921K +$921K +34,441 New
2 3
4
5 6