Simplify Commodities Strategy No K-1 ETF
HARD
8 hedge funds and large institutions have $6.65M invested in Simplify Commodities Strategy No K-1 ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
4% more capital invested
Capital invested by funds: $6.43M → $6.65M (+$225K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.03% less ownership
Funds ownership: 76.44% → 71.41% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$245K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$245K |
| 4 |
Jane Street
New York
|
+$75.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$642K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$387K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$86.8K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.35K |
HARD Hedge Fund Activity: Q4 2023 in Review
8 of the 6,868 institutional investors tracked by Wall St. Rank reported a position in Simplify Commodities Strategy No K-1 ETF (HARD) for Q4 2023, worth a combined $6.65M — up 3.5% from $6.43M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HARD positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Park Edge Advisors, opening a new position worth an estimated $1.3M. The largest seller was Simplify Asset Management, cutting an estimated $642K.
- 8 institutional investors held Simplify Commodities Strategy No K-1 ETF (HARD) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $6.65M of Simplify Commodities Strategy No K-1 ETF stock for Q4 2023, up 3.5% quarter-over-quarter.
- 4 funds opened new Simplify Commodities Strategy No K-1 ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Simplify Commodities Strategy No K-1 ETF buyer in Q4 2023 was Park Edge Advisors, an estimated $1.3M added.
- The largest Simplify Commodities Strategy No K-1 ETF seller in Q4 2023 was Simplify Asset Management, an estimated $642K sold.
Based on aggregated 13F filings for Q4 2023.