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Simplify Managed Futures Strategy ETF

38 hedge funds and large institutions have $43.5M invested in Simplify Managed Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 19 closing their positions.

Holders
38
Holders Change
-10
Holders Change %
-20.83%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
10
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1
Peak Financial Advisors
Colorado
$6.3M +$37.4K +1,599 +0.6%
SAM
2
Simplify Asset Management
Nevada
$4.96M +$1.22M +52,304 +33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.45M -$183K -7,808 -4%
DWM
4
Dakota Wealth Management
Florida
$3.21M +$613K +26,173 +24%
CCFM
5
Clear Creek Financial Management
Washington
$2.59M +$2.59M +110,524 New
Jane Street
6
Jane Street
New York
$2.52M -$6.41M -273,567 -72%
FEG
7
Financial Enhancement Group
Indiana
$2.24M +$2.24M +89,656 New
PAG
8
Private Advisor Group
New Jersey
$1.87M +$641K +27,364 +52%
OP
9
ORG Partners
Indiana
$1.7M +$1.7M +72,622 New
PCP
10
Proficio Capital Partners
Massachusetts
$1.29M -$45.8K -1,955 -3%
WP
11
WealthSource Partners
California
$1.25M +$20.6K +878 +2%
WP
12
WealthShield Partners
North Carolina
$1.15M +$858K +36,630 +293%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M +$15.5K +662 +1%
Truist Financial
14
Truist Financial
North Carolina
$1.06M -$274K -11,682 -21%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$959K -$305K -13,015 -24%
MA
16
Mutual Advisors
Nebraska
$916K +$214K +9,144 +30%
AAS
17
Ameritas Advisory Services
Nebraska
$746K -$726K -30,907 -49%
LPL Financial
18
LPL Financial
California
$720K +$720K +30,737 New
SAF
19
Smith Anglin Financial
Texas
$646K +$81.9K +3,497 +15%
AWM
20
Aries Wealth Management
Maine
$551K -$5.04K -215 -0.9%
AWS
21
AJ Wealth Strategies
New York
$444K
SWP
22
Strategic Wealth Partners
Ohio
$387K +$387K +16,505 New
CA
23
Cambridge Advisors
Nebraska
$366K +$366K +15,615 New
PCM
24
Prelude Capital Management
New York
$351K +$351K +15,000 New
PMG
25
ProVise Management Group
Florida
$342K -$54.3K -2,318 -14%