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Simplify Managed Futures Strategy ETF

189 hedge funds and large institutions have $770M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$258K
TW
152
Trajan Wealth
Arizona
$237K
SG
153
StoneX Group
New York
$220K
CPL
154
CAP Partners LLC
Tennessee
$213K
MA
155
Mutual Advisors
Nebraska
$211K
FWWM
156
Fiscal Wisdom Wealth Management
Connecticut
$205K
LCWP
157
Legacy Capital Wealth Partners
Arkansas
$201K
MNA
158
Manning & Napier Advisors
New York
$178K
ASN
159
Advisory Services Network
Georgia
$176K
SIS
160
Sound Income Strategies
Florida
$154K
JSAM
161
J. Safra Asset Management
New York
$147K
UBS Group
162
UBS Group
Switzerland
$146K
RFA
163
Reyes Financial Architecture
California
$138K
RCM
164
Raleigh Capital Management
North Carolina
$87.3K
NS
165
NBC Securities
Alabama
$83.9K
PFBT
166
Parkside Financial Bank & Trust
Missouri
$80.7K
CA
167
CoreCap Advisors
Michigan
$55.4K
GRP
168
Global Retirement Partners
California
$53.7K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$41K
Comerica Bank
170
Comerica Bank
Texas
$40K
PTC
171
Private Trust Company
Ohio
$27.6K
EWM
172
Evolution Wealth Management
Florida
$27.4K
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.3K
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$24K
TCM
175
Triumph Capital Management
Colorado
$23.6K