We are live on ! Find out more
CTA icon

Simplify Managed Futures Strategy ETF

165 hedge funds and large institutions have $532M invested in Simplify Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 68 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 11

333% more funds holding in top 10

Funds holding in top 10: 313 (+10)

172% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 25

111% more capital invested

Capital invested by funds: $253M → $532M (+$279M)

49% more funds holding

Funds holding: 111165 (+54)

2.3% less ownership

Funds ownership: 58.09%55.78% (-2.3%)

32% less call options, than puts

Call options by funds: $326K | Put options by funds: $477K

Holders
165
Holders Change
+54
Holders Change %
+48.65%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.17%
New
65
Increased
68
Reduced
25
Closed
11
Calls
$326K
Puts
$477K
Net Calls
-$151K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$321K +$315K +10,828 New
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$315K +$309K +10,632 New
T
128
Transce3nd
Texas
$303K +$297K +10,223 New
OFG
129
Orcam Financial Group
California
$300K +$43.3K +1,490 +17%
LCWP
130
Legacy Capital Wealth Partners
Arkansas
$294K -$253K -8,717 -47%
UBS Group
131
UBS Group
Switzerland
$289K +$284K +9,774 New
CAG
132
Csenge Advisory Group
Florida
$266K -$4.62K -159 -2%
PCP
133
Proficio Capital Partners
Massachusetts
$265K +$260K +8,965 New
Brown Advisory
134
Brown Advisory
Maryland
$257K +$252K +8,668 New
RWM
135
Revisor Wealth Management
Ohio
$254K +$250K +8,593 New
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$244K +$240K +8,249 New
IA
137
IFP Advisors
Florida
$240K +$116K +3,981 +97%
Citadel Advisors
138
Citadel Advisors
Florida
$217K +$213K +7,344 New
ASN
139
Advisory Services Network
Georgia
$214K -$151K -5,180 -42%
CA
140
Continuum Advisory
Idaho
$213K +$134K +4,609 +179%
CCM
141
Coldstream Capital Management
Washington
$211K +$207K +7,138 New
RFA
142
Reyes Financial Architecture
California
$119K +$117K +4,022 New
RCM
143
Raleigh Capital Management
North Carolina
$108K -$87.6K -3,016 -45%
AC
144
AlphaCore Capital
California
$103K +$101K +3,471 New
PFBT
145
Parkside Financial Bank & Trust
Missouri
$91.8K +$90.2K +3,103 New
PSFG
146
Park Square Financial Group
Georgia
$74.3K +$72.9K +2,510 New
Simplex Trading
147
Simplex Trading
Illinois
$70K +$68.8K +2,369 New
CA
148
CoreCap Advisors
Michigan
$54.8K -$3.87K -133 -7%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$39.7K
Comerica Bank
150
Comerica Bank
Texas
$37.4K -$28.2K -970 -43%

CTA Hedge Fund Activity: Q1 2025 in Review

165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q1 2025, worth a combined $532M — up 111% from $253M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CTA positions and 11 closed out — a net gain of 54 holders — while 68 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $49.7M. The largest seller was Wells Fargo, cutting an estimated $9.45M.

  • 165 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q1 2025, up from 111 in Q4 2024.
  • Funds reported $532M of Simplify Managed Futures Strategy ETF stock for Q1 2025, up 111% quarter-over-quarter.
  • 65 funds opened new Simplify Managed Futures Strategy ETF positions in Q1 2025 and 11 closed out, a net change of +54 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q1 2025 was Bank of America, an estimated $49.7M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q1 2025 was Wells Fargo, an estimated $9.45M sold.

Based on aggregated 13F filings for Q1 2025.