Simplify Macro Strategy ETF
FIG was delisted on the 23rd of May, 2025.
8 hedge funds and large institutions have $7.75M invested in Simplify Macro Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
18% more capital invested
Capital invested by funds: $6.59M → $7.75M (+$1.16M)
4.2% more ownership
Funds ownership: 31.54% → 35.74% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$872K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$376K |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$326K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$216K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$89.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$660K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.2M | +$89.3K | +3,756 | +3% |
|
|
WP
2
WealthSource Partners
San Luis Obispo,
California
| $2.87M | +$326K | +13,715 | +13% |
|
|
LWM
3
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $855K | +$872K | +36,650 | New |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $369K | +$376K | +15,825 | New |
|
|
TI
5
Tidal Investments
Milwaukee,
Wisconsin
| $211K | +$216K | +9,065 | New |
|
|
WAM
6
Worth Asset Management
Dallas,
Texas
| $202K | +$41.1K | +1,729 | +25% |
|
7
UBS Group
Zurich,
Switzerland
| $31.3K | +$31.9K | +1,341 | New |
|
|
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| $14K | +$14.3K | +600 | New |
|
|
CAN
9
Cetera Advisor Networks
El Segundo,
California
| – | -$660K | -27,820 | Closed |
|
FIG Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Macro Strategy ETF (FIG) for Q4 2022, worth a combined $7.75M — up 18% from $6.59M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FIG positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Lionsbridge Wealth Management, opening a new position worth an estimated $872K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $660K sold.
- 8 institutional investors held Simplify Macro Strategy ETF (FIG) as of Q4 2022, up from 4 in Q3 2022.
- Funds reported $7.75M of Simplify Macro Strategy ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 5 funds opened new Simplify Macro Strategy ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Simplify Macro Strategy ETF buyer in Q4 2022 was Lionsbridge Wealth Management, an estimated $872K added.
- The largest Simplify Macro Strategy ETF seller in Q4 2022 was Cetera Advisor Networks, an estimated $660K sold.
Based on aggregated 13F filings for Q4 2022.