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Simplify Managed Futures Strategy ETF

162 hedge funds and large institutions have $526M invested in Simplify Managed Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+52
Holders Change %
+47.27%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+333.33%
% of All Funds
0.18%
New
64
Increased
66
Reduced
25
Closed
12
Calls
$326K
Puts
$477K
Net Calls
-$151K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.8M +$50.7M +1,711,762 +56,326%
AWM
2
AE Wealth Management
Kansas
$28.8M +$9.2M +310,814 +47%
LPL Financial
3
LPL Financial
California
$22M +$9.58M +323,572 +77%
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.3M +$10.4M +350,049 +94%
HighTower Advisors
5
HighTower Advisors
Illinois
$20.9M +$13.7M +463,768 +191%
PPW
6
Pasadena Private Wealth
California
$16M +$10.7M +360,001 +199%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.6M -$203K -6,856 -1%
PAG
8
Private Advisor Group
New Jersey
$12.6M +$11.1M +373,329 +696%
BCI
9
Brinker Capital Investments
Pennsylvania
$12.5M -$902K -30,465 -7%
OPS
10
Orion Portfolio Solutions
Nebraska
$12.5M -$902K -30,465 -7%
AFG
11
Altiora Financial Group
Ohio
$11.6M +$3.27M +110,629 +39%
Wells Fargo
12
Wells Fargo
California
$10.5M -$9.62M -325,148 -48%
CCFM
13
Clear Creek Financial Management
Washington
$9.91M +$94.5K +3,192 +1%
PFA
14
Peak Financial Advisors
Colorado
$9.68M +$70.7K +2,389 +0.7%
WWM
15
Whalen Wealth Management
Nevada
$9.2M +$5.53M +186,956 +151%
CAWM
16
Capital A Wealth Management
Pennsylvania
$8.6M +$8.6M +290,509 New
PIS
17
POM Investment Strategies
North Carolina
$8.47M +$8.47M +286,194 New
NWM
18
Napa Wealth Management
California
$8.36M +$7.25M +244,939 +655%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.89M +$345K +11,649 +5%
Morgan Stanley
20
Morgan Stanley
New York
$7.83M +$2.82M +95,127 +56%
ARC
21
Advisor Resource Council
Texas
$6.8M +$6.8M +237,109 New
DAS
22
Dynamic Advisor Solutions
Arizona
$6.02M +$6.02M +203,248 New
SPIA
23
Steward Partners Investment Advisory
New York
$6.01M +$1.64M +55,247 +37%
PJWM
24
Philip James Wealth Mangement
Georgia
$5.89M +$1.09M +36,960 +23%
LFA
25
Longview Financial Advisors
Alabama
$5.87M +$551K +18,600 +10%