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Simplify Managed Futures Strategy ETF

45 hedge funds and large institutions have $73.8M invested in Simplify Managed Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
17
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
1
Orion Portfolio Solutions
Nebraska
$13.9M +$13.9M +577,625 New
BCI
2
Brinker Capital Investments
Pennsylvania
$13.9M +$13.9M +577,625 New
CCFM
3
Clear Creek Financial Management
Washington
$7.02M +$4.03M +170,740 +135%
PFA
4
Peak Financial Advisors
Colorado
$5.21M +$224K +9,498 +4%
MMA
5
Miracle Mile Advisors
California
$4.05M +$4.05M +171,454 New
LFA
6
Longview Financial Advisors
Alabama
$3.69M +$3.69M +156,321 New
SAM
7
Simplify Asset Management
Nevada
$3.61M -$792K -33,542 -18%
LPL Financial
8
LPL Financial
California
$2.65M +$1.88M +79,489 +243%
FEG
9
Financial Enhancement Group
Indiana
$2.25M +$147K +6,052 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.92M -$1.72M -72,750 -47%
OP
11
ORG Partners
Indiana
$1.56M +$1.08M +45,674 +224%
PAG
12
Private Advisor Group
New Jersey
$1.44M -$254K -10,761 -15%
SFS
13
Sharp Financial Services
Pennsylvania
$1.41M +$1.41M +59,785 New
WP
14
WealthSource Partners
California
$1.39M -$250K -10,607 -15%
Jane Street
15
Jane Street
New York
$1.31M +$983K +41,668 +304%
CIM
16
Cambria Investment Management
California
$1.01M -$51.6K -2,186 -5%
MC
17
Moors & Cabot
Massachusetts
$959K +$733K +31,050 +323%
AWM
18
Aries Wealth Management
Maine
$928K +$165K +7,000 +22%
AAS
19
Avantax Advisory Services
Texas
$867K +$333K +14,102 +62%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$820K -$29.9K -1,266 -4%
DWM
21
Dakota Wealth Management
Florida
$431K
CA
22
Cambridge Advisors
Nebraska
$418K +$48.9K +2,072 +13%
Truist Financial
23
Truist Financial
North Carolina
$384K -$490K -20,783 -56%
FA
24
Fermata Advisors
California
$351K +$21.1K +892 +6%
FWM
25
FMA Wealth Management
Massachusetts
$345K +$345K +14,609 New