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Simplify Managed Futures Strategy ETF

50 hedge funds and large institutions have $80.6M invested in Simplify Managed Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
19
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
1
Orion Portfolio Solutions
Nebraska
$13M -$1.44M -57,650 -10%
BCI
2
Brinker Capital Investments
Pennsylvania
$13M -$1.44M -57,650 -10%
CCFM
3
Clear Creek Financial Management
Washington
$9.35M +$1.93M +77,442 +26%
LPL Financial
4
LPL Financial
California
$8.31M +$5.51M +221,025 +197%
PFA
5
Peak Financial Advisors
Colorado
$6.8M +$1.29M +51,694 +23%
LFA
6
Longview Financial Advisors
Alabama
$4.09M +$191K +7,651 +5%
MMA
7
Miracle Mile Advisors
California
$4.09M -$188K -7,533 -4%
SAM
8
Simplify Asset Management
Nevada
$3.22M -$599K -23,990 -16%
FEG
9
Financial Enhancement Group
Indiana
$2.6M +$141K +5,314 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.14M +$111K +4,436 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.68M +$1.68M +67,158 New
SFS
12
Sharp Financial Services
Pennsylvania
$1.31M -$179K -7,185 -12%
CIM
13
Cambria Investment Management
California
$1.07M +$25 +1 +0%
AWM
14
Aries Wealth Management
Maine
$983K +$2.12K +85 +0.2%
NYLIM
15
New York Life Investment Management
New York
$899K +$899K +36,040 New
FWM
16
FMA Wealth Management
Massachusetts
$718K +$354K +14,184 +97%
NL
17
NWAM LLC
Washington
$711K +$711K +26,257 New
CL
18
CSS LLC
Illinois
$617K +$299K +12,000 +94%
AAS
19
Avantax Advisory Services
Texas
$610K -$306K -12,258 -33%
PAG
20
Private Advisor Group
New Jersey
$563K -$960K -38,493 -63%
MC
21
Moors & Cabot
Massachusetts
$475K -$539K -21,600 -53%
CA
22
Cambridge Advisors
Nebraska
$458K +$16.6K +664 +4%
Truist Financial
23
Truist Financial
North Carolina
$425K +$19.4K +778 +5%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$424K +$95.6K +3,497 +29%
FA
25
Fermata Advisors
California
$368K -$3.19K -128 -0.9%