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Simplify Managed Futures Strategy ETF

195 hedge funds and large institutions have $777M invested in Simplify Managed Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 57

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $638M → $777M (+$139M)

6.56% more ownership

Funds ownership: 60.24%66.8% (+6.6%)

2% more funds holding

Funds holding: 191195 (+4)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
32
Increased
97
Reduced
57
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73M +$6.51M +235,801 +10%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$64.9M +$61.2M +2,216,173 +2,620%
BIG
3
Boothe Investment Group
Delaware
$44M +$13.3M +480,429 +44%
Bank of America
4
Bank of America
North Carolina
$25.8M -$22.2M -803,800 -47%
AWM
5
AE Wealth Management
Kansas
$24.9M -$8.52M -308,492 -26%
LPL Financial
6
LPL Financial
California
$23.3M -$578K -20,936 -2%
IWP
7
IAG Wealth Partners
Wisconsin
$21.7M +$21.4M +776,298 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.7M +$1.89M +68,534 +11%
PAG
9
Private Advisor Group
New Jersey
$18M -$153K -5,540 -0.9%
PFA
10
Peak Financial Advisors
Colorado
$16.2M +$1.12M +40,398 +7%
HighTower Advisors
11
HighTower Advisors
Illinois
$15.8M +$1.19M +43,149 +8%
BCI
12
Brinker Capital Investments
Pennsylvania
$14.7M -$139K -5,021 -0.9%
NYLIM
13
New York Life Investment Management
New York
$14M +$4.94M +178,986 +56%
BCMLT
14
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9M -$6.8M -246,311 -33%
AFG
15
Altiora Financial Group
Ohio
$13.7M +$2.64M +95,445 +24%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$11.6M +$6.3M +228,167 +122%
AIG
17
Abbington Investment Group
Connecticut
$11.3M +$11.2M +404,893 New
FCG
18
Fielder Capital Group
Tennessee
$10.1M +$556K +20,152 +6%
Truist Financial
19
Truist Financial
North Carolina
$9.95M +$840K +30,438 +9%
PPW
20
Pasadena Private Wealth
California
$9.84M -$8.03M -290,710 -45%
Raymond James Financial
21
Raymond James Financial
Florida
$9.57M +$3.51M +127,167 +59%
Wells Fargo
22
Wells Fargo
California
$9.47M -$252K -9,144 -3%
CCMG
23
Clark Capital Management Group
Pennsylvania
$9.26M +$580K +21,004 +7%
DAS
24
Dynamic Advisor Solutions
Arizona
$8.91M +$29.2K +1,056 +0.3%
OFG
25
OmniStar Financial Group
North Carolina
$8.51M +$8.4M +304,252 New

CTA Hedge Fund Activity: Q3 2025 in Review

195 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q3 2025, worth a combined $777M — up 22% from $638M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CTA positions and 24 closed out — a net gain of 8 holders — while 97 added to existing stakes and 57 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 195 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q3 2025, up from 191 in Q2 2025.
  • Funds reported $777M of Simplify Managed Futures Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 32 funds opened new Simplify Managed Futures Strategy ETF positions in Q3 2025 and 24 closed out, a net change of +8 holders.
  • The largest Simplify Managed Futures Strategy ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $61.2M added.
  • The largest Simplify Managed Futures Strategy ETF seller in Q3 2025 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2025.