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Simplify Managed Futures Strategy ETF

238 hedge funds and large institutions have $1.13B invested in Simplify Managed Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

34% more capital invested

Capital invested by funds: $838M → $1.13B (+$287M)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

14% more funds holding

Funds holding: 209238 (+29)

4.31% more ownership

Funds ownership: 70.98%75.29% (+4.3%)

Holders
238
Holders Change
+29
Holders Change %
+13.88%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
52
Increased
105
Reduced
72
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
101
Foundations Investment Advisors
Arizona
$1.79M +$1.72M +59,311 New
FWM
102
FMA Wealth Management
Massachusetts
$1.73M +$18.1K +622 +1%
BFAG
103
Blackston Financial Advisory Group
Florida
$1.68M +$206K +7,071 +15%
RA
104
RFG Advisory
Alabama
$1.66M +$105K +3,611 +7%
OWP
105
ORG Wealth Partners
Texas
$1.65M +$257K +8,854 +19%
SFS
106
Sharp Financial Services
Pennsylvania
$1.61M -$213K -7,340 -12%
DIM
107
Delta Investment Management
California
$1.55M +$80.8K +2,780 +6%
AFO
108
Arrowroot Family Office
California
$1.48M +$1.42M +48,995 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$1.4M +$430K +14,773 +47%
PS
110
Principal Securities
Iowa
$1.35M -$296K -10,174 -19%
ACM
111
Andina Capital Management
Utah
$1.34M -$400K -13,769 -24%
FA
112
Fermata Advisors
California
$1.34M +$87K +2,991 +7%
Citadel Advisors
113
Citadel Advisors
Florida
$1.33M +$1.28M +43,938 New
MPW
114
Magnolia Private Wealth
Pennsylvania
$1.32M +$272K +9,342 +27%
RCP
115
Roan Capital Partners
Tennessee
$1.29M +$1.24M +42,653 New
GVAG
116
Great Valley Advisor Group
Delaware
$1.28M +$275K +9,463 +29%
PI
117
PFG Investments
New York
$1.25M +$202K +6,945 +20%
NA
118
Networth Advisors
Pennsylvania
$1.22M +$170K +5,857 +17%
Betterment LLC
119
Betterment LLC
New York
$1.2M +$552K +18,976 +92%
SRA
120
Secured Retirement Advisors
Minnesota
$1.17M -$230K -7,914 -17%
AWM
121
Aries Wealth Management
Maine
$1.16M -$52.3K -1,800 -4%
LCGC
122
Legacy Capital Group California
California
$1.08M +$1.04M +35,840 New
GVCM
123
Global View Capital Management
Wisconsin
$1.08M +$204K +7,022 +25%
MG
124
Mather Group
Illinois
$991K +$953K +32,790 New
ASN
125
Advisory Services Network
Georgia
$979K +$942K +32,403 New