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FOXY

Simplify Currency Strategy ETF

31 hedge funds and large institutions have $88.1M invested in Simplify Currency Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

111% more capital invested

Capital invested by funds: $41.8M → $88.1M (+$46.3M)

41% more funds holding

Funds holding: 2231 (+9)

3.03% less ownership

Funds ownership: 78.8%75.77% (-3%)

Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
18
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$15M +$3.05M +105,207 +26%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.5M +$5.11M +176,687 +71%
Bank of America
3
Bank of America
North Carolina
$8.07M +$6.51M +225,000 +441%
ECA
4
Elevated Capital Advisors
Utah
$7.13M +$7.06M +243,929 New
Citigroup
5
Citigroup
New York
$5.19M +$2.32M +80,000 +82%
PS
6
Principal Securities
Iowa
$4.27M +$4.23M +146,122 New
KCM
7
Key Capital Management
Tennessee
$3.96M +$1.6M +55,179 +69%
EMAM
8
Encompass More Asset Management
California
$3.8M +$2.99M +103,242 +386%
PEA
9
Park Edge Advisors
Ohio
$3.75M +$1.46M +50,547 +65%
CW
10
CreativeOne Wealth
Kansas
$3.26M +$1.78M +61,640 +124%
HBS
11
Howard Bailey Securities
Indiana
$3.03M +$1.14M +39,558 +62%
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$2.33M +$828K +28,605 +56%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.26M +$2.23M +77,211 New
PHS
14
Pekin Hardy Strauss
Illinois
$2.19M +$1.03M +35,650 +91%
FA
15
FSA Advisors
Michigan
$2.06M +$635K +21,943 +45%
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64M -$117K -4,057 -7%
AWA
17
Authentikos Wealth Advisory
California
$1.52M +$365K +12,601 +32%
BFAG
18
Blackston Financial Advisory Group
Florida
$1.2M +$471K +16,290 +66%
MG
19
Mather Group
Illinois
$1.09M +$1.08M +37,382 New
NA
20
Networth Advisors
Pennsylvania
$880K +$369K +12,748 +74%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$582K +$336K +11,602 +140%
BAM
22
Belpointe Asset Management
Nevada
$563K +$557K +19,252 New
WAM
23
WealthCare Asset Management
Missouri
$385K +$381K +13,155 New
AFG
24
Altiora Financial Group
Ohio
$382K +$378K +13,077 New
SGI
25
Summit Global Investments
Utah
$320K +$317K +10,954 New

FOXY Hedge Fund Activity: Q1 2026 in Review

31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simplify Currency Strategy ETF (FOXY) for Q1 2026, worth a combined $88.1M — up 111% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FOXY positions and 1 closed out — a net gain of 9 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $7.06M. The largest seller was POM Investment Strategies, cutting an estimated $3.3M.

  • 31 institutional investors held Simplify Currency Strategy ETF (FOXY) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $88.1M of Simplify Currency Strategy ETF stock for Q1 2026, up 111% quarter-over-quarter.
  • 10 funds opened new Simplify Currency Strategy ETF positions in Q1 2026 and 1 closed out, a net change of +9 holders.
  • The largest Simplify Currency Strategy ETF buyer in Q1 2026 was Elevated Capital Advisors, an estimated $7.06M added.
  • The largest Simplify Currency Strategy ETF seller in Q1 2026 was POM Investment Strategies, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.