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Simplify Managed Futures Strategy ETF

238 hedge funds and large institutions have $1.13B invested in Simplify Managed Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

34% more capital invested

Capital invested by funds: $838M → $1.13B (+$287M)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

14% more funds holding

Funds holding: 209238 (+29)

4.31% more ownership

Funds ownership: 70.98%75.29% (+4.3%)

Holders
238
Holders Change
+29
Holders Change %
+13.88%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
52
Increased
105
Reduced
72
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$135M +$100M +3,445,308 +337%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$59.8M -$22.9M -787,059 -27%
BIG
3
Boothe Investment Group
Delaware
$52.6M +$303K +10,425 +0.6%
CIA
4
Concurrent Investment Advisors
Florida
$44.3M +$42.6M +1,464,649 New
Citigroup
5
Citigroup
New York
$40.7M +$37M +1,273,700 +1,757%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.5M +$22.4M +771,642 +153%
LPL Financial
7
LPL Financial
California
$31.8M -$541K -18,602 -2%
IWAO
8
Independence Wealth Advisors (Ohio)
Ohio
$28.8M +$1.79M +61,423 +7%
AWM
9
AE Wealth Management
Kansas
$28.4M -$1.12M -38,626 -4%
UBS Group
10
UBS Group
Switzerland
$24.5M +$23.4M +806,033 +21,546%
IWP
11
IAG Wealth Partners
Wisconsin
$24M -$497K -17,108 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$20.7M +$4.5M +154,900 +29%
AFG
13
Altiora Financial Group
Ohio
$19.1M -$990K -34,063 -5%
AssetMark Inc
14
AssetMark Inc
California
$15.9M -$1.1M -37,829 -7%
PPW
15
Pasadena Private Wealth
California
$15.8M +$6.91M +237,614 +83%
AIG
16
Abbington Investment Group
Connecticut
$15.5M +$1.48M +50,776 +11%
BFA
17
Beaumont Financial Advisors
Massachusetts
$15.1M +$14.6M +501,007 New
P
18
&Partners
Tennessee
$14.8M +$458K +15,764 +3%
FCG
19
Fielder Capital Group
Tennessee
$14.1M +$1.47M +50,390 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$13.2M +$9.27M +318,778 +274%
PFA
21
Peak Financial Advisors
Colorado
$13M -$4.44M -152,820 -26%
BCI
22
Brinker Capital Investments
Pennsylvania
$12.8M -$2.89M -99,565 -19%
NYLIM
23
New York Life Investment Management
New York
$12.2M -$744K -25,584 -6%
FS
24
Ferguson Shapiro
Georgia
$12.2M +$504K +17,338 +4%
DRS
25
Deane Retirement Strategies
Louisiana
$12.1M +$5.95M +204,796 +105%