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Simplify Managed Futures Strategy ETF

42 hedge funds and large institutions have $46.7M invested in Simplify Managed Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
9
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
1
Peak Financial Advisors
Colorado
$5.83M 211,447 -56,793 -21%
SAM
2
Simplify Asset Management
Nevada
$5.14M 186,574 -91,698 -33%
PFG
3
Pacific Financial Group
Washington
$4.87M 176,891 +176,891 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.24M 154,063 -6,709 -4%
BW
5
Bison Wealth
Georgia
$4.09M 148,301 +148,301 New
CCFM
6
Clear Creek Financial Management
Washington
$3.49M 126,735 +5,662 +5%
FEG
7
Financial Enhancement Group
Indiana
$2.31M 86,641 -73 -0.1%
PAG
8
Private Advisor Group
New Jersey
$1.98M 71,808 -4,122 -5%
WP
9
WealthSource Partners
California
$1.91M 69,370 +16,726 +32%
CIM
10
Cambria Investment Management
California
$1.24M 45,026 +45,026 New
Truist Financial
11
Truist Financial
North Carolina
$1.02M 37,035 +870 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$993K 36,029 -5,122 -12%
WP
13
WealthShield Partners
North Carolina
$932K 33,831 -9,720 -22%
LPL Financial
14
LPL Financial
California
$901K 32,713 +1,660 +5%
AWM
15
Aries Wealth Management
Maine
$861K 32,320 +10,220 +46%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$847K 30,731 +30,731 New
AAS
17
Avantax Advisory Services
Texas
$623K 22,619 +22,619 New
OP
18
ORG Partners
Indiana
$561K 20,367 -46,219 -69%
Cerity Partners
19
Cerity Partners
New York
$523K 18,977 +18,977 New
DWM
20
Dakota Wealth Management
Florida
$504K 18,280
CA
21
Cambridge Advisors
Nebraska
$431K 15,638 +23 +0.1%
FA
22
Fermata Advisors
California
$386K 13,999 +4,469 +47%
Jane Street
23
Jane Street
New York
$377K 13,687 -293,118 -96%
IAA
24
Ironsides Asset Advisors
North Carolina
$308K 11,190 -275 -2%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$274K 10,011 +1,353 +16%