Simplify Macro Strategy ETF
FIG was delisted on the 23rd of May, 2025.
10 hedge funds and large institutions have $18.9M invested in Simplify Macro Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
144% more capital invested
Capital invested by funds: $7.75M → $18.9M (+$11.1M)
25% more funds holding
Funds holding: 8 → 10 (+2)
12.14% more ownership
Funds ownership: 35.74% → 47.89% (+12%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIG
Herr Investment Group
Austin,
Texas
|
+$11.2M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$278K |
| 3 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$28.5K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$268K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$59.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$23.9K |
| 4 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$16.3K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIG
1
Herr Investment Group
Austin,
Texas
| $11.1M | +$11.2M | +475,006 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.16M | -$59.5K | -2,527 | -2% |
|
|
WP
3
WealthSource Partners
San Luis Obispo,
California
| $2.62M | -$268K | -11,391 | -9% |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $889K | +$28.5K | +1,212 | +3% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $371K | -$71 | -3 | -0% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $277K | +$278K | +11,788 | New |
|
|
TI
7
Tidal Investments
Milwaukee,
Wisconsin
| $208K | -$5.16K | -219 | -2% |
|
|
WAM
8
Worth Asset Management
Dallas,
Texas
| $187K | -$16.3K | -693 | -8% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $11.7K | +$11.8K | +500 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $7.6K | -$23.9K | -1,017 | -76% |
|
|
NA
11
NewEdge Advisors
New Orleans,
Louisiana
| – | -$14K | -600 | Closed |
|
FIG Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simplify Macro Strategy ETF (FIG) for Q1 2023, worth a combined $18.9M — up 144% from $7.75M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FIG positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Herr Investment Group, opening a new position worth an estimated $11.2M. The largest seller was WealthSource Partners, cutting an estimated $268K.
- 10 institutional investors held Simplify Macro Strategy ETF (FIG) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $18.9M of Simplify Macro Strategy ETF stock for Q1 2023, up 144% quarter-over-quarter.
- 3 funds opened new Simplify Macro Strategy ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Simplify Macro Strategy ETF buyer in Q1 2023 was Herr Investment Group, an estimated $11.2M added.
- The largest Simplify Macro Strategy ETF seller in Q1 2023 was WealthSource Partners, an estimated $268K sold.
Based on aggregated 13F filings for Q1 2023.