Simplify Managed Futures Strategy ETF
113 hedge funds and large institutions have $253M 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, 25 reducing their positions, and 8 closing their positions.
1,347% more capital inflows, than outflows
Capital inflows: $93.5M | Capital outflows: $6.46M
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more funds holding
Funds holding: 90 → 113 (+23)
48.42% less ownership
Funds ownership: 76.47% → 28.05% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$15.3M |
| 2 |
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
+$10.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.92M |
| 4 |
Pasadena Private Wealth
Pasadena,
California
|
+$4.91M |
| 5 |
Morgan Stanley
New York
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$883K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$601K |
| 3 |
Astor Investment Management
Chicago,
Illinois
|
-$600K |
| 4 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$600K |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$561K |
CTA Hedge Fund Activity: Q4 2024 in Review
113 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q4 2024, worth a combined $253M — up 66% from $152M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CTA positions and 8 closed out — a net gain of 25 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $15.3M. The largest seller was Jane Street, exiting entirely with an estimated $883K sold.
- 113 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q4 2024, up from 90 in Q3 2024.
- Funds reported $253M of Simplify Managed Futures Strategy ETF stock for Q4 2024, up 66% quarter-over-quarter.
- 33 funds opened new Simplify Managed Futures Strategy ETF positions in Q4 2024 and 8 closed out, a net change of +25 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q4 2024 was AE Wealth Management, an estimated $15.3M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q4 2024 was Jane Street, an estimated $883K sold.
Based on aggregated 13F filings for Q4 2024.