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Simplify Commodities Strategy No K-1 ETF

24 hedge funds and large institutions have $18.6M invested in Simplify Commodities Strategy No K-1 ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
6
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$4.57M +$1.73M +61,590 +61%
NWM
2
Napa Wealth Management
California
$4.09M +$596K +21,203 +17%
EMAM
3
Encompass More Asset Management
California
$2.63M -$724K -25,763 -22%
PEA
4
Park Edge Advisors
Ohio
$1.25M +$3.65K +130 +0.3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$825K -$673K -23,943 -45%
PAG
6
Private Advisor Group
New Jersey
$792K -$23.3K -829 -3%
GVCM
7
Global View Capital Management
Wisconsin
$651K -$87.3K -3,106 -12%
SWP
8
Stratos Wealth Partners
Ohio
$564K +$564K +20,050 New
LFA
9
Longview Financial Advisors
Alabama
$429K +$429K +15,267 New
Jane Street
10
Jane Street
New York
$423K +$423K +15,049 New
BCI
11
Brinker Capital Investments
Pennsylvania
$391K +$9.56K +340 +3%
HH
12
Hilltop Holdings
Texas
$319K +$16K +569 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$319K +$16K +569 +5%
BA
14
Bluesphere Advisors
Pennsylvania
$301K +$301K +10,691 New
WAM
15
Worth Asset Management
Texas
$257K -$111K -3,941 -30%
SPWM
16
Straight Path Wealth Management
Michigan
$250K +$250K +8,900 New
Brown Advisory
17
Brown Advisory
Maryland
$235K
CW
18
CreativeOne Wealth
Kansas
$219K +$219K +7,791 New
IA
19
IFP Advisors
Florida
$64K +$64K +2,276 New
Osaic Holdings
20
Osaic Holdings
Arizona
$16.1K +$16.1K +573 New
Bank of America
21
Bank of America
North Carolina
$4.72K +$4.72K +168 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +46 New
AWM
23
AE Wealth Management
Kansas
$956
Morgan Stanley
24
Morgan Stanley
New York
$29
AA
25
Armis Advisers
Georgia
-$4.16M -148,356 Closed