Simplify Managed Futures Strategy ETF
191 hedge funds and large institutions have $638M invested in Simplify Managed Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 20 closing their positions.
137% more call options, than puts
Call options by funds: $987K | Put options by funds: $417K
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
83% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 47
20% more capital invested
Capital invested by funds: $532M → $638M (+$106M)
16% more funds holding
Funds holding: 165 → 191 (+26)
4.46% more ownership
Funds ownership: 55.78% → 60.24% (+4.5%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$65.4M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$30.3M |
| 3 |
FCG
Fielder Capital Group
Nashville,
Tennessee
|
+$9.52M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$8.53M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Whalen Wealth Management
Las Vegas,
Nevada
|
-$9.2M |
| 2 |
CAWM
Capital A Wealth Management
New Castle,
Pennsylvania
|
-$8.6M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$6.38M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$5.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$5.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
201
Moors & Cabot
Boston,
Massachusetts
| – | -$432K | -14,585 | Closed |
|
|
DWM
202
Drive Wealth Management
Lehi,
Utah
| – | -$415K | -14,025 | Closed |
|
203
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$315K | -10,632 | Closed |
|
|
LCWP
204
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$294K | -9,926 | Closed |
|
|
ASN
205
Advisory Services Network
Atlanta,
Georgia
| – | -$214K | -7,233 | Closed |
|
|
CA
206
Continuum Advisory
Eagle,
Idaho
| – | -$213K | -7,184 | Closed |
|
|
CCM
207
Coldstream Capital Management
Bellevue,
Washington
| – | -$211K | -7,138 | Closed |
|
|
AC
208
AlphaCore Capital
La Jolla,
California
| – | -$103K | -3,471 | Closed |
|
|
MBFW
209
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$16.2K | -548 | Closed |
|
|
BFS
210
Burkett Financial Services
Rock Hill,
South Carolina
| – | -$14K | -474 | Closed |
|
|
EB
211
Eastern Bank
Boston,
Massachusetts
| – | -$888 | -30 | Closed |
|
CTA Hedge Fund Activity: Q2 2025 in Review
191 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q2 2025, worth a combined $638M — up 20% from $532M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new CTA positions and 20 closed out — a net gain of 27 holders — while 86 added to existing stakes and 47 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $65.4M. The largest seller was Whalen Wealth Management, exiting entirely with an estimated $9.2M sold.
- 191 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q2 2025, up from 165 in Q1 2025.
- Funds reported $638M of Simplify Managed Futures Strategy ETF stock for Q2 2025, up 20% quarter-over-quarter.
- 47 funds opened new Simplify Managed Futures Strategy ETF positions in Q2 2025 and 20 closed out, a net change of +27 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $65.4M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q2 2025 was Whalen Wealth Management, an estimated $9.2M sold.
Based on aggregated 13F filings for Q2 2025.