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Simplify Managed Futures Strategy ETF

110 hedge funds and large institutions have $252M invested in Simplify Managed Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
47
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$19M 679,605 -16,974 -2%
AWM
2
AE Wealth Management
Kansas
$18.4M 661,268 +565,325 +589%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13M 465,421 +104,266 +29%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.7M 453,676 -20,681 -4%
OPS
5
Orion Portfolio Solutions
Nebraska
$12.7M 453,676 -20,681 -4%
LPL Financial
6
LPL Financial
California
$11.7M 420,341 +93,967 +29%
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3M 371,017 +371,017 New
CCFM
8
Clear Creek Financial Management
Washington
$9.25M 331,621 +156 +0%
PFA
9
Peak Financial Advisors
Colorado
$9.06M 324,683 +9,773 +3%
AIM
10
Astor Investment Management
Illinois
$8.49M 304,493 -22,122 -7%
AFG
11
Altiora Financial Group
Ohio
$7.85M 281,631 +159,961 +131%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.11M 254,901 +254,901 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.76M 242,547 +3,509 +1%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$5.21M 186,965 +340 +0.2%
PPW
15
Pasadena Private Wealth
California
$5.05M 180,934 +180,934 New
LFA
16
Longview Financial Advisors
Alabama
$5.02M 179,828 +10,729 +6%
Morgan Stanley
17
Morgan Stanley
New York
$4.72M 169,391 +166,348 +5,467%
PJWM
18
Philip James Wealth Mangement
Georgia
$4.52M 162,107 +162,107 New
SPIA
19
Steward Partners Investment Advisory
New York
$4.12M 147,872 +43,606 +42%
SAM
20
Simplify Asset Management
Nevada
$3.92M 140,378 +86,260 +159%
WWM
21
Whalen Wealth Management
Nevada
$3.45M 123,740 +123,740 New
EFG
22
Ethos Financial Group
Pennsylvania
$3.39M 121,466 +121,466 New
FEG
23
Financial Enhancement Group
Indiana
$3.23M 112,498 +22,842 +25%
AI
24
Atria Investments
North Carolina
$3.15M 112,831 -7,465 -6%
CL
25
COWA LLC
Oklahoma
$3M 107,657 +107,657 New