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Simplify Managed Futures Strategy ETF

58 hedge funds and large institutions have $90.2M invested in Simplify Managed Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
24
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$13.1M 487,816 -32,159 -6%
OPS
2
Orion Portfolio Solutions
Nebraska
$13.1M 487,816 -32,159 -6%
CCFM
3
Clear Creek Financial Management
Washington
$10.4M 384,923 +10,006 +3%
LPL Financial
4
LPL Financial
California
$7.72M 286,957 -46,270 -14%
PFA
5
Peak Financial Advisors
Colorado
$7.67M 284,850 +12,211 +4%
LFA
6
Longview Financial Advisors
Alabama
$4.44M 164,901 +929 +0.6%
MMA
7
Miracle Mile Advisors
California
$4.39M 163,137 -784 -0.5%
FEG
8
Financial Enhancement Group
Indiana
$2.58M 99,779 +1,772 +2%
SAM
9
Simplify Asset Management
Nevada
$2.15M 79,883 -49,159 -38%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.11M 78,409 -7,340 -9%
NYLIM
11
New York Life Investment Management
New York
$1.59M 59,001 +22,961 +64%
OIA
12
OneDigital Investment Advisors
Kansas
$1.52M 56,353 +56,353 New
SWM
13
SFG Wealth Management
Maryland
$1.37M 51,074 +51,074 New
OP
14
ORG Partners
Indiana
$1.18M 43,829 +43,829 New
SPIA
15
Steward Partners Investment Advisory
New York
$1.15M 42,656 +42,656 New
SFS
16
Sharp Financial Services
Pennsylvania
$1.13M 41,800 -10,800 -21%
AWM
17
Aries Wealth Management
Maine
$1.1M 40,735 +1,330 +3%
ACM
18
Andina Capital Management
Utah
$1.09M 40,364 +40,364 New
MCC
19
Money Concepts Capital
Florida
$1.07M 39,673 +39,673 New
CL
20
CSS LLC
Illinois
$1.04M 38,730 +14,000 +57%
FWM
21
FMA Wealth Management
Massachusetts
$972K 36,089 +7,296 +25%
OAS
22
Optivise Advisory Services
Tennessee
$817K 30,350 +30,350 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$635K 23,586 +15,161 +180%
CW
24
CreativeOne Wealth
Kansas
$581K 21,595 +8,684 +67%
AAS
25
Avantax Advisory Services
Texas
$529K 19,649 -4,814 -20%