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Simplify Managed Futures Strategy ETF

43 hedge funds and large institutions have $49.7M invested in Simplify Managed Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
7
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$7.82M 306,805 +199,114 +185%
SAM
2
Simplify Asset Management
Nevada
$7.1M 278,272 +66,402 +31%
PFA
3
Peak Financial Advisors
Colorado
$6.84M 268,240 -727 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.1M 160,772 -29,439 -15%
CCFM
5
Clear Creek Financial Management
Washington
$3.1M 121,073 +10,549 +10%
FEG
6
Financial Enhancement Group
Indiana
$2.22M 86,714 -2,942 -3%
PAG
7
Private Advisor Group
New Jersey
$1.95M 75,930 -3,840 -5%
OP
8
ORG Partners
Indiana
$1.7M 66,586 -6,036 -8%
PCP
9
Proficio Capital Partners
Massachusetts
$1.39M 54,365 -825 -1%
WP
10
WealthSource Partners
California
$1.34M 52,644 -888 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.23M 48,308 +48,308 New
WP
12
WealthShield Partners
North Carolina
$1.11M 43,551 -5,578 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.05M 41,151 -4,743 -10%
Truist Financial
14
Truist Financial
North Carolina
$922K 36,165 -8,948 -20%
LPL Financial
15
LPL Financial
California
$792K 31,053 +316 +1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$641K 25,136 +25,136 New
AGA
17
Accuvest Global Advisors
Utah
$599K 23,505 +23,505 New
AWM
18
Aries Wealth Management
Maine
$564K 22,100 -1,420 -6%
AWS
19
AJ Wealth Strategies
New York
$484K 18,977
DWM
20
Dakota Wealth Management
Florida
$466K 18,280 -118,968 -87%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$465K 18,024 +13,320 +283%
CA
22
Cambridge Advisors
Nebraska
$398K 15,615
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$331K 12,971 -1,526 -11%
PMG
24
ProVise Management Group
Florida
$328K 12,844 -1,765 -12%
IAA
25
Ironsides Asset Advisors
North Carolina
$292K 11,465