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Simplify Managed Futures Strategy ETF
CTA

195 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, 97 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 57

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $638M → $777M (+$139M)

6.56% more ownership

Funds ownership: 60.24% → 66.8% (+6.6%)

2% more funds holding

Funds holding: 191 → 195 (+4)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
97
Reduced
57
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$61.2M
2
IWP
IAG Wealth Partners
Wisconsin
+$21.4M
3
BIG
Boothe Investment Group
Delaware
+$13.3M
4
OFG
OmniStar Financial Group
North Carolina
+$8.4M
5
AFG
Atomi Financial Group
New York
+$8.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$22.2M
2
AWM
AE Wealth Management
Kansas
-$8.52M
3
PPW
Pasadena Private Wealth
California
-$8.03M
4
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
-$6.8M
5
Jane Street
Jane Street
New York
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
76
Darwin Wealth Management
Florida
$1.61M +$105K +3,797 +7%
FA
77
Fiduciary Alliance
South Carolina
$1.56M -$242K -8,769 -14%
AWM
78
Aries Wealth Management
Maine
$1.54M -$10.8K -390 -0.7%
PCP
79
Proficio Capital Partners
Massachusetts
$1.53M +$297K +10,755 +24%
SFS
80
Sharp Financial Services
Pennsylvania
$1.53M +$142K +5,150 +10%
ACM
81
Andina Capital Management
Utah
$1.53M +$94.8K +3,435 +7%
FWM
82
FMA Wealth Management
Massachusetts
$1.53M +$217K +7,874 +17%
DIM
83
Delta Investment Management
California
$1.51M +$518K +18,773 +53%
SWP
84
Stratos Wealth Partners
Ohio
$1.46M +$149K +5,387 +11%
LA
85
Latitude Advisors
Florida
$1.36M +$1.1M +39,661 +447%
PS
86
Principal Securities
Iowa
$1.36M +$83.3K +3,016 +7%
MMA
87
Miracle Mile Advisors
California
$1.34M -$198K -7,176 -13%
KAS
88
Kestra Advisory Services
Texas
$1.32M +$280K +10,139 +27%
RA
89
RFG Advisory
Alabama
$1.31M +$1.29M +46,778 New
OWP
90
ORG Wealth Partners
Texas
$1.29M +$95.8K +3,468 +8%
BOSSRA
91
B.O.S.S. Retirement Advisors
Utah
$1.28M -$65.4K -2,369 -5%
SRA
92
Secured Retirement Advisors
Minnesota
$1.25M -$26.6K -964 -2%
Mariner
93
Mariner
Kansas
$1.21M -$2.27M -82,187 -65%
AWM
94
Apollon Wealth Management
South Carolina
$1.17M -$1.16M -41,996 -50%
LCGC
95
Legacy Capital Group California
California
$1.16M -$5.94K -215 -0.5%
BCM
96
Brookstone Capital Management
Illinois
$1.16M +$160K +5,811 +16%
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.12M +$107K +3,879 +11%
GWSA
98
Global Wealth Strategies & Associates
Colorado
$1.07M -$40.7K -1,474 -4%
BJL
99
Brighton Jones LLC
Washington
$1.07M +$7.48K +271 +0.7%
FFA
100
Farther Finance Advisors
California
$1.05M +$115K +4,172 +13%
2 3
4
5 6

CTA Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2025, worth a combined $777M — up 22% from $638M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CTA positions and 24 closed out — a net gain of 8 holders — while 97 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 195 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2025, up from 191 in Q2 2025.
  • Funds reported $777M of Simplify Managed Futures Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 32 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2025 and 24 closed out, a net change of +8 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $61.2M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2025 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.