Simplify Managed Futures Strategy ETF
209 hedge funds and large institutions have $838M invested in Simplify Managed Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
53% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 64
8% more capital invested
Capital invested by funds: $777M → $838M (+$60.9M)
7% more funds holding
Funds holding: 195 → 209 (+14)
4.17% more ownership
Funds ownership: 66.8% → 70.98% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$15.5M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$12.7M |
| 4 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$10.6M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$14.2M |
| 2 |
BCMLT
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
-$10.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.28M |
| 4 |
JP Morgan Chase
New York
|
-$6.48M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$6.27M |
CTA Hedge Fund Activity: Q4 2025 in Review
209 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q4 2025, worth a combined $838M — up 7.8% from $777M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CTA positions and 24 closed out — a net gain of 16 holders — while 98 added to existing stakes and 64 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $16.3M. The largest seller was Private Advisor Group, cutting an estimated $14.2M.
- 209 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q4 2025, up from 195 in Q3 2025.
- Funds reported $838M of Simplify Managed Futures Strategy ETF stock for Q4 2025, up 7.8% quarter-over-quarter.
- 40 funds opened new Simplify Managed Futures Strategy ETF positions in Q4 2025 and 24 closed out, a net change of +16 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $16.3M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q4 2025 was Private Advisor Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2025.