Simplify Managed Futures Strategy ETF
240 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 53 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 17 closing their positions.
212% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 17
47% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 72
35% more capital invested
Capital invested by funds: $838M → $1.13B (+$291M)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
15% more funds holding
Funds holding: 209 → 240 (+31)
4.58% more ownership
Funds ownership: 70.98% → 75.56% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$100M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$42.6M |
| 3 |
Citigroup
New York
|
+$37M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$80M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$22.9M |
| 3 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$6.66M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$4.76M |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$4.49M |
CTA Hedge Fund Activity: Q1 2026 in Review
240 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Simplify Managed Futures Strategy ETF (CTA) for Q1 2026, worth a combined $1.13B — up 35% from $838M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new CTA positions and 17 closed out — a net gain of 36 holders — while 106 added to existing stakes and 72 trimmed.
The largest buyer was Bank of America, adding an estimated $100M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $80M.
- 240 institutional investors held Simplify Managed Futures Strategy ETF (CTA) as of Q1 2026, up from 209 in Q4 2025.
- Funds reported $1.13B of Simplify Managed Futures Strategy ETF stock for Q1 2026, up 35% quarter-over-quarter.
- 53 funds opened new Simplify Managed Futures Strategy ETF positions in Q1 2026 and 17 closed out, a net change of +36 holders.
- The largest Simplify Managed Futures Strategy ETF buyer in Q1 2026 was Bank of America, an estimated $100M added.
- The largest Simplify Managed Futures Strategy ETF seller in Q1 2026 was Carson Wealth (CWM LLC), an estimated $80M sold.
Based on aggregated 13F filings for Q1 2026.