We are live on ! Find out more
CTA icon

Simplify Managed Futures Strategy ETF

111 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, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

66% more capital invested

Capital invested by funds: $152M → $253M (+$101M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more funds holding

Funds holding: 88111 (+23)

4.71% more ownership

Funds ownership: 53.37%58.09% (+4.7%)

Holders
111
Holders Change
+23
Holders Change %
+26.14%
% 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
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19M -$460K -16,974 -2%
AWM
2
AE Wealth Management
Kansas
$18.4M +$15.3M +565,325 +589%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13M +$2.83M +104,266 +29%
BCI
4
Brinker Capital Investments
Pennsylvania
$12.7M -$561K -20,681 -4%
OPS
5
Orion Portfolio Solutions
Nebraska
$12.7M -$561K -20,681 -4%
LPL Financial
6
LPL Financial
California
$11.7M +$2.55M +93,967 +29%
BCMLT
7
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3M +$10.1M +371,017 New
CCFM
8
Clear Creek Financial Management
Washington
$9.25M +$4.23K +156 +0%
PFA
9
Peak Financial Advisors
Colorado
$9.06M +$265K +9,773 +3%
AIM
10
Astor Investment Management
Illinois
$8.49M -$600K -22,122 -7%
AFG
11
Altiora Financial Group
Ohio
$7.85M +$4.34M +159,961 +131%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.11M +$6.92M +254,901 New
HighTower Advisors
13
HighTower Advisors
Illinois
$6.76M +$95.2K +3,509 +1%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$5.21M +$9.22K +340 +0.2%
PPW
15
Pasadena Private Wealth
California
$5.05M +$4.91M +180,934 New
LFA
16
Longview Financial Advisors
Alabama
$5.02M +$291K +10,729 +6%
Morgan Stanley
17
Morgan Stanley
New York
$4.72M +$4.51M +166,348 +5,467%
PJWM
18
Philip James Wealth Mangement
Georgia
$4.52M +$4.4M +162,107 New
SPIA
19
Steward Partners Investment Advisory
New York
$4.12M +$1.18M +43,606 +42%
SAM
20
Simplify Asset Management
Nevada
$3.92M +$2.34M +86,260 +159%
WWM
21
Whalen Wealth Management
Nevada
$3.45M +$3.36M +123,740 New
EFG
22
Ethos Financial Group
Pennsylvania
$3.39M +$3.3M +121,466 New
FEG
23
Financial Enhancement Group
Indiana
$3.23M +$620K +22,842 +25%
AI
24
Atria Investments
North Carolina
$3.15M -$203K -7,465 -6%
CL
25
COWA LLC
Oklahoma
$3M +$2.92M +107,657 New

CTA Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 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 24 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.

  • 111 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q4 2024, up from 88 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.