Simplify Macro Strategy ETF
FIG was delisted on the 23rd of May, 2025.
8 hedge funds and large institutions have $11.8M invested in Simplify Macro Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
1.36% more ownership
Funds ownership: 42.37% → 43.73% (+1.4%)
9% less capital invested
Capital invested by funds: $12.9M → $11.8M (-$1.16M)
20% less funds holding
Funds holding: 10 → 8 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$291K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$270K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$157K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.3K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$983K |
| 2 |
HIG
Herr Investment Group
Austin,
Texas
|
-$274K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$248K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$211K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$54.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIG
1
Herr Investment Group
Austin,
Texas
| $10.1M | -$274K | -12,000 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $666K | +$291K | +12,736 | +77% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $497K | +$157K | +6,882 | +46% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $269K | +$270K | +11,817 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $200K | -$45.8K | -2,004 | -19% |
|
|
6
UBS Group
Zurich,
Switzerland
| $11.3K | +$11.3K | +494 | New |
|
7
Morgan Stanley
New York
| $35 | -$23 | -1 | -50% |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $23 | +$23 | +1 | New |
|
|
AAS
9
Avantax Advisory Services
Dallas,
Texas
| – | -$983K | -42,858 | Closed |
|
|
MC
10
Moors & Cabot
Boston,
Massachusetts
| – | -$248K | -10,800 | Closed |
|
|
TI
11
Tidal Investments
Milwaukee,
Wisconsin
| – | -$211K | -9,220 | Closed |
|
|
12
Osaic Holdings
Scottsdale,
Arizona
| – | -$54.1K | -2,360 | Closed |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$5.73K | -250 | Closed |
|
FIG Hedge Fund Activity: Q1 2024 in Review
8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simplify Macro Strategy ETF (FIG) for Q1 2024, worth a combined $11.8M — down 9% from $12.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FIG and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $291K. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $983K sold.
- 8 institutional investors held Simplify Macro Strategy ETF (FIG) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $11.8M of Simplify Macro Strategy ETF stock for Q1 2024, down 9% quarter-over-quarter.
- 3 funds opened new Simplify Macro Strategy ETF positions in Q1 2024 and 5 closed out, a net change of -2 holders.
- The largest Simplify Macro Strategy ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $291K added.
- The largest Simplify Macro Strategy ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $983K sold.
Based on aggregated 13F filings for Q1 2024.