Simplify Managed Futures Strategy ETF
195 hedge funds and large institutions have $777M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 24 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 57
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
22% more capital invested
Capital invested by funds: $638M → $777M (+$139M)
6.56% more ownership
Funds ownership: 60.24% → 66.8% (+6.6%)
2% more funds holding
Funds holding: 191 → 195 (+4)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$61.2M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$21.4M |
| 3 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$13.3M |
| 4 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$8.4M |
| 5 |
AFG
Atomi Financial Group
New York
|
+$8.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$22.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.52M |
| 3 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$8.03M |
| 4 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$6.8M |
| 5 |
Jane Street
New York
|
-$3.67M |
CTA Hedge Fund Activity: Q3 2025 in Review
195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2025, worth a combined $777M — up 22% from $638M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CTA positions and 24 closed out — a net gain of 8 holders — while 97 added to existing stakes and 57 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $22.2M.
- 195 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2025, up from 191 in Q2 2025.
- Funds reported $777M of Simplify Managed Futures Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
- 32 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2025 and 24 closed out, a net change of +8 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $61.2M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q3 2025 was Bank of America, an estimated $22.2M sold.
Based on aggregated 13F filings for Q3 2025.