Simplify Managed Futures Strategy ETF
46 hedge funds and large institutions have $74M invested in Simplify Managed Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 11 closing their positions.
224% more capital inflows, than outflows
Capital inflows: $52.4M | Capital outflows: $16.2M
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
17.24% more ownership
Funds ownership: 36.89% → 54.13% (+17%)
7% more funds holding
Funds holding: 43 → 46 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$15.1M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$15.1M |
| 3 |
Miracle Mile Advisors
Los Angeles,
California
|
+$4.49M |
| 4 |
Clear Creek Financial Management
Silverdale,
Washington
|
+$4.47M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacific Financial Group
Bellevue,
Washington
|
-$4.87M |
| 2 |
Bison Wealth
Atlanta,
Georgia
|
-$4.09M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.91M |
| 4 |
WealthShield Partners
Cary,
North Carolina
|
-$932K |
| 5 |
Simplify Asset Management
Las Vegas,
Nevada
|
-$878K |
CTA Hedge Fund Activity: Q4 2023 in Review
46 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q4 2023, worth a combined $74M — up 58% from $46.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CTA positions and 11 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $15.1M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $4.87M sold.
- 46 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $74M of Simplify Managed Futures Strategy ETF stock for Q4 2023, up 58% quarter-over-quarter.
- 14 funds opened new Simplify Managed Futures Strategy ETF positions in Q4 2023 and 11 closed out, a net change of +3 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q4 2023 was Brinker Capital Investments, an estimated $15.1M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q4 2023 was Pacific Financial Group, an estimated $4.87M sold.
Based on aggregated 13F filings for Q4 2023.