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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 %
UBS Group
151
UBS Group
Switzerland
$204K -$57.7K -2,158 -22%
ARC
152
Advisor Resource Council
Texas
$202K -$6.14M -229,566 -97%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$201K -$253K -9,468 -56%
PWA
154
Principia Wealth Advisory
Texas
$150K +$150K +5,624 New
AP
155
Advisors Preferred
Maryland
$135K -$333K -12,442 -71%
RFA
156
Reyes Financial Architecture
California
$132K +$24.2K +905 +23%
RCM
157
Raleigh Capital Management
North Carolina
$88.8K -$8.56K -320 -9%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$88.2K +$88.2K +3,297 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$83K
AAS
160
Ameritas Advisory Services
Nebraska
$65.3K +$65.3K +2,442 New
JSAM
161
J. Safra Asset Management
New York
$52K +$52K +1,946 New
GRP
162
Global Retirement Partners
California
$46.8K +$46.8K +1,749 New
CA
163
CoreCap Advisors
Michigan
$39.5K -$10K -375 -20%
WOSD
164
WFA of San Diego
California
$35.5K +$35.5K +1,329 New
EWM
165
Evolution Wealth Management
Florida
$30.8K +$30.8K +1,150 New
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$30.5K -$7.35K -275 -19%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4K
Simplex Trading
168
Simplex Trading
Illinois
$20K -$42.3K -1,608 -68%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$19.5K +$19.5K +729 New
CWM
170
Centricity Wealth Management
Ohio
$19K +$19K +711 New
PTC
171
Private Trust Company
Ohio
$18.2K +$2.51K +94 +16%
GTAM
172
Global Trust Asset Management
Florida
$15.8K
GWM
173
Geneos Wealth Management
Colorado
$13.4K -$2.83M -105,966 -100%
PA
174
Parallel Advisors
California
$13.1K +$13.1K +489 New
MAS
175
MPWM Advisory Solutions
Georgia
$12.9K