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Simplify Managed Futures Strategy ETF

48 hedge funds and large institutions have $71.9M invested in Simplify Managed Futures Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
+22
Holders Change %
+84.62%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
7
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Gratus Capital
Georgia
$14.7M 566,493 +566,493 New
Jane Street
2
Jane Street
New York
$9.92M 381,258 +381,258 New
PFA
3
Peak Financial Advisors
Colorado
$6.95M 267,368 +267,368 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.15M 198,019 -270,542 -58%
DWP
5
Destiny Wealth Partners
Florida
$4.45M 171,156 +5,952 +4%
SAM
6
Simplify Asset Management
Nevada
$4.15M 159,566 -20,374 -11%
DWM
7
Dakota Wealth Management
Florida
$2.89M 111,075 +39,722 +56%
TF
8
Trek Financial
Arizona
$2.36M 90,818 -30,282 -25%
AAS
9
Ameritas Advisory Services
Nebraska
$1.63M 62,675 +62,675 New
PCP
10
Proficio Capital Partners
Massachusetts
$1.49M 57,145 +57,145 New
Truist Financial
11
Truist Financial
North Carolina
$1.48M 56,795 +1,428 +3%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$1.4M 53,984 +53,984 New
WP
13
WealthSource Partners
California
$1.37M 52,654 +52,654 New
PAG
14
Private Advisor Group
New Jersey
$1.35M 52,406 -29,620 -36%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.18M 45,232 -51,837 -53%
AWM
16
AE Wealth Management
Kansas
$946K 36,352 +36,352 New
SEA
17
Stegent Equity Advisors
Texas
$929K 35,699 -99,866 -74%
MA
18
Mutual Advisors
Nebraska
$780K 29,985 +29,985 New
IA
19
IFP Advisors
Florida
$779K 30,776 +29,224 +1,883%
OFW
20
Omnia Family Wealth
Florida
$683K 26,261 +26,261 New
SAF
21
Smith Anglin Financial
Texas
$627K 24,100 +7,058 +41%
AWM
22
Aries Wealth Management
Maine
$617K 23,735 +4,115 +21%
SPC
23
Sigma Planning Corp
Michigan
$582K 22,395 +22,395 New
SC
24
Solstein Capital
California
$501K 19,245 +2,220 +13%
AWS
25
AJ Wealth Strategies
New York
$494K 18,977 +18,977 New