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Simplify Managed Futures Strategy ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NL
101
NWAM LLC
Washington
$905K -$10.5K -373 -1%
FFA
102
Farther Finance Advisors
California
$892K -$130K -4,869 -13%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$877K -$1.93M -72,206 -69%
BFAG
104
Blackston Financial Advisory Group
Florida
$871K +$871K +32,556 New
CGH
105
Crossmark Global Holdings
Texas
$852K +$200K +7,505 +31%
SEA
106
Stegent Equity Advisors
Texas
$809K +$47.2K +1,764 +6%
AAS
107
Avantax Advisory Services
Texas
$769K +$49.9K +1,866 +7%
SWA
108
Stratos Wealth Advisors
Ohio
$754K -$895K -33,470 -54%
Osaic Holdings
109
Osaic Holdings
Arizona
$746K -$1.37M -49,872 -65%
APW
110
Axim Planning & Wealth
Ohio
$727K +$390K +14,569 +115%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$665K +$665K +24,866 New
GVCM
112
Global View Capital Management
Wisconsin
$645K -$88K -3,291 -12%
IWM
113
IHT Wealth Management
Illinois
$634K +$122K +4,548 +24%
GVAG
114
Great Valley Advisor Group
Delaware
$616K +$616K +23,041 New
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$602K +$2.94K +110 +0.5%
CA
116
Cambridge Advisors
Nebraska
$580K +$54.3K +2,030 +10%
CSP
117
Cary Street Partners
Virginia
$551K -$200K -7,472 -27%
PCIA
118
Prime Capital Investment Advisors
Kansas
$546K -$2.93M -109,644 -84%
Betterment LLC
119
Betterment LLC
New York
$531K +$1.9K +71 +0.4%
RWM
120
Revisor Wealth Management
Ohio
$514K +$278K +10,106 +118%
OP
121
ORG Partners
Indiana
$513K -$4.36K -163 -0.8%
GA
122
Guerra Advisors
Florida
$475K +$475K +17,759 New
E
123
EntreWealth
Texas
$472K +$472K +17,659 New
RFA
124
Resurgent Financial Advisors
Georgia
$421K +$421K +15,734 New
PSFG
125
Park Square Financial Group
Georgia
$416K +$349K +13,062 +520%