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Simplify Managed Futures Strategy ETF
CTA

Overview Fund Activity

26 hedge funds and large institutions have $65M invested in Simplify Managed Futures Strategy ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 5 increasing their positions, reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+18
Holders Change %
+225%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
20
Increased
5
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.7M
2
RJA
2
Raymond James & Associates
Florida
$9.65M
3
DWP
3
Destiny Wealth Partners
Florida
$4.85M
4
ACM
4
Arlington Capital Management
Illinois
$4.16M
5
TF
5
Trek Financial
Arizona
$3.55M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.7M 468,561 +435,567 +1,320%
RJA
2
Raymond James & Associates
Florida
$9.65M 329,121 +329,121 New
SAM
3
Simplify Asset Management
Nevada
$5.28M 179,940 +118,780 +194%
DWP
4
Destiny Wealth Partners
Florida
$4.85M 165,204 +165,204 New
ACM
5
Arlington Capital Management
Illinois
$4.16M 141,651 +141,651 New
SEA
6
Stegent Equity Advisors
Texas
$3.98M 135,565 +5,134 +4%
TF
7
Trek Financial
Arizona
$3.55M 121,100 +121,100 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.85M 97,069 +97,069 New
PAG
9
Private Advisor Group
New Jersey
$2.41M 82,026 +44,599 +119%
BCI
10
Brinker Capital Investments
Pennsylvania
$2.39M 81,606 +81,606 New
DWM
11
Dakota Wealth Management
Florida
$2.09M 71,353 +71,353 New
MCC
12
Money Concepts Capital
Florida
$1.84M 62,618 +62,618 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.7M 57,842 +57,842 New
Truist Financial
14
Truist Financial
North Carolina
$1.62M 55,367 +55,367 New
SAM
15
Stringer Asset Management
Tennessee
$715K 41,498 +41,498 New
FANJ
16
Financial Architects (New Jersey)
New Jersey
$707K 24,120 +24,120 New
OMC
17
Old Mission Capital
Illinois
$618K 21,069 +21,069 New
OPS
18
Orion Portfolio Solutions
Nebraska
$607K 20,702 +20,702 New
AWM
19
Aries Wealth Management
Maine
$583K 19,620 +19,620 New
SAF
20
Smith Anglin Financial
Texas
$500K 17,042 +9,010 +112%
SC
21
Solstein Capital
California
$499K 17,025 – –
KAS
22
Kestra Advisory Services
Texas
$407K 13,868 +13,868 New
VAS
23
Vestmark Advisory Solutions
Massachusetts
$223K 7,591 +7,591 New
CFGS
24
Concourse Financial Group Securities
Alabama
$45K 1,523 +1,523 New
IA
25
IFP Advisors
Florida
$40K 1,552 +1,552 New
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