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Simplify Managed Futures Strategy ETF

87 hedge funds and large institutions have $152M invested in Simplify Managed Futures Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+29
Holders Change %
+50%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
30
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$18.1M 696,579 +696,579 New
BCI
2
Brinker Capital Investments
Pennsylvania
$12.3M 474,357 -13,459 -3%
OPS
3
Orion Portfolio Solutions
Nebraska
$12.3M 474,357 -13,459 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.39M 361,155 +282,746 +361%
CCFM
5
Clear Creek Financial Management
Washington
$8.62M 331,465 -53,458 -14%
AIM
6
Astor Investment Management
Illinois
$8.49M 326,615 +326,615 New
LPL Financial
7
LPL Financial
California
$8.49M 326,374 +39,417 +14%
PFA
8
Peak Financial Advisors
Colorado
$8.19M 314,910 +30,060 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.21M 239,038 +239,038 New
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$4.85M 186,625 +186,625 New
LFA
11
Longview Financial Advisors
Alabama
$4.4M 169,099 +4,198 +3%
AFG
12
Altiora Financial Group
Ohio
$3.16M 121,670 +121,670 New
AI
13
Atria Investments
North Carolina
$3.13M 120,296 +108,724 +940%
SPIA
14
Steward Partners Investment Advisory
New York
$2.71M 104,266 +61,610 +144%
AWM
15
AE Wealth Management
Kansas
$2.49M 95,943 +95,943 New
MMA
16
Miracle Mile Advisors
California
$2.27M 87,218 -75,919 -47%
FEG
17
Financial Enhancement Group
Indiana
$2.24M 89,656 -10,123 -10%
OIA
18
OneDigital Investment Advisors
Kansas
$2.22M 85,514 +29,161 +52%
LCGC
19
Legacy Capital Group California
California
$1.9M 72,998 +72,998 New
NYLIM
20
New York Life Investment Management
New York
$1.74M 67,051 +8,050 +14%
SAM
21
Simplify Asset Management
Nevada
$1.41M 54,118 -25,765 -32%
ACM
22
Andina Capital Management
Utah
$1.3M 49,903 +9,539 +24%
SWM
23
SFG Wealth Management
Maryland
$1.24M 47,809 -3,265 -6%
SFS
24
Sharp Financial Services
Pennsylvania
$1.17M 45,175 +3,375 +8%
NWM
25
Napa Wealth Management
California
$1.16M 44,646 +44,646 New