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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
NAM
101
NorthCrest Asset Manangement
Minnesota
$1.03M +$1M +36,338 New
HH
102
Hilltop Holdings
Texas
$1M +$7.98K +289 +0.8%
FA
103
Fermata Advisors
California
$994K +$25.3K +915 +3%
WS
104
Wedbush Securities
California
$979K +$568K +20,563 +142%
OC
105
Oppenheimer & Co
New York
$974K -$8.28K -300 -0.9%
RWM
106
Revisor Wealth Management
Ohio
$968K +$424K +15,351 +82%
BFAG
107
Blackston Financial Advisory Group
Florida
$942K +$2.6K +94 +0.3%
CGH
108
Crossmark Global Holdings
Texas
$937K +$46.2K +1,672 +5%
NL
109
NWAM LLC
Washington
$929K +$525 +19 +0.1%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$923K +$911K +33,001 New
CSP
111
Cary Street Partners
Virginia
$872K +$291K +10,557 +51%
IWS
112
Insight Wealth Strategies
California
$856K +$483K +17,504 +134%
ATPW
113
Ashton Thomas Private Wealth
Arizona
$844K +$833K +30,188 New
VT
114
Vise Technologies
New York
$837K +$826K +29,923 New
TWM
115
TCFG Wealth Management
California
$824K -$1.14M -41,284 -58%
PFA
116
Professional Financial Advisors
Nebraska
$823K +$476K +17,224 +141%
GVCM
117
Global View Capital Management
Wisconsin
$805K +$128K +4,638 +19%
GVAG
118
Great Valley Advisor Group
Delaware
$763K +$117K +4,243 +18%
E
119
EntreWealth
Texas
$756K +$258K +9,354 +53%
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$696K +$690 +25 +0.1%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$695K +$63.1K +2,284 +10%
PAS
122
Park Avenue Securities
New York
$692K +$683K +24,753 New
DRP
123
Decker Retirement Planning
Utah
$662K -$302K -10,949 -32%
IWM
124
IHT Wealth Management
Illinois
$662K -$1.63K -59 -0.2%
CA
125
Cambridge Advisors
Nebraska
$605K -$1.46K -53 -0.2%
3 4
5
6 7

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.