Simplify Macro Strategy ETF
FIG was delisted on the 23rd of May, 2025.
10 hedge funds and large institutions have $12.7M invested in Simplify Macro Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13.45% less ownership
Funds ownership: 47.13% → 33.68% (-13%)
23% less funds holding
Funds holding: 13 → 10 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
47% less capital invested
Capital invested by funds: $24.2M → $12.7M (-$11.5M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$710K |
| 2 |
Jane Street
New York
|
+$209K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$6.08K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.35K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$92 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$5.37M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.82M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$2.58M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$305K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$298K |
FIG Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simplify Macro Strategy ETF (FIG) for Q3 2023, worth a combined $12.7M — down 47% from $24.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FIG and 4 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $710K. The largest seller was Peak Financial Advisors, exiting entirely with an estimated $5.37M sold.
- 10 institutional investors held Simplify Macro Strategy ETF (FIG) as of Q3 2023, down from 13 in Q2 2023.
- Funds reported $12.7M of Simplify Macro Strategy ETF stock for Q3 2023, down 47% quarter-over-quarter.
- 4 funds opened new Simplify Macro Strategy ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
- The largest Simplify Macro Strategy ETF buyer in Q3 2023 was Avantax Advisory Services, an estimated $710K added.
- The largest Simplify Macro Strategy ETF seller in Q3 2023 was Peak Financial Advisors, an estimated $5.37M sold.
Based on aggregated 13F filings for Q3 2023.