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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
KIM
176
Kestra Investment Management
Texas
-$41.6K -1,491 Closed

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.