Simplify Managed Futures Strategy ETF
59 hedge funds and large institutions have $90.5M 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, 17 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
16% more funds holding
Funds holding: 51 → 59 (+8)
12% more capital invested
Capital invested by funds: $80.9M → $90.5M (+$9.65M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.5% less ownership
Funds ownership: 49.47% → 43.97% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.52M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$1.38M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.18M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.15M |
| 5 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.53M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$1.33M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.25M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$1.07M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$868K |
CTA Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q2 2024, worth a combined $90.5M — up 12% from $80.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CTA positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $1.52M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.53M.
- 59 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q2 2024, up from 51 in Q1 2024.
- Funds reported $90.5M of Simplify Managed Futures Strategy ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 14 funds opened new Simplify Managed Futures Strategy ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q2 2024 was OneDigital Investment Advisors, an estimated $1.52M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2024.