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Simplify Commodities Strategy No K-1 ETF

22 hedge funds and large institutions have $18.5M invested in Simplify Commodities Strategy No K-1 ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $18.6M → $18.5M (-$93.2K)

8% less funds holding

Funds holding: 2422 (-2)

16.98% less ownership

Funds ownership: 61.54%44.56% (-17%)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
11
Reduced
5
Closed
6
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Longview Financial Advisors
Alabama
$6.36M +$5.78M +195,367 +1,280%
EMAM
2
Encompass More Asset Management
California
$2.71M -$115K -3,877 -4%
PEA
3
Park Edge Advisors
Ohio
$1.55M +$203K +6,861 +15%
CW
4
CreativeOne Wealth
Kansas
$1.47M +$1.21M +40,936 +525%
NWM
5
Napa Wealth Management
California
$1.02M -$3.3M -111,606 -77%
GVCM
6
Global View Capital Management
Wisconsin
$819K +$117K +3,956 +17%
PAG
7
Private Advisor Group
New Jersey
$653K -$193K -6,533 -23%
SWP
8
Stratos Wealth Partners
Ohio
$594K -$11.2K -380 -2%
CF
9
Claris Financial
Virginia
$551K +$539K +18,238 New
WAM
10
Worth Asset Management
Texas
$465K +$185K +6,256 +69%
BCI
11
Brinker Capital Investments
Pennsylvania
$450K +$28.6K +969 +7%
IA
12
Inspire Advisors
Idaho
$437K +$428K +14,466 New
HH
13
Hilltop Holdings
Texas
$365K +$22.1K +747 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$356K +$13.4K +453 +4%
BA
15
Bluesphere Advisors
Pennsylvania
$312K -$10.3K -347 -3%
SPWM
16
Straight Path Wealth Management
Michigan
$276K +$7.39K +250 +3%
AWM
17
AE Wealth Management
Kansas
$70.7K +$68.2K +2,308 +6,788%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.3K
GRP
19
Global Retirement Partners
California
$14.3K +$14K +475 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.1K +274 +596%
PS
21
Principal Securities
Iowa
$1.51K +$1.48K +50 New
Morgan Stanley
22
Morgan Stanley
New York
$31
MCM
23
Mainstay Capital Management
Michigan
-$4.57M -162,454 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
-$825K -29,353 Closed
Jane Street
25
Jane Street
New York
-$423K -15,049 Closed

HARD Hedge Fund Activity: Q3 2025 in Review

22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Commodities Strategy No K-1 ETF (HARD) for Q3 2025, worth a combined $18.5M — down 0.5% from $18.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HARD and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Longview Financial Advisors, adding an estimated $5.78M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $4.57M sold.

  • 22 institutional investors held Simplify Commodities Strategy No K-1 ETF (HARD) as of Q3 2025, down from 24 in Q2 2025.
  • Funds reported $18.5M of Simplify Commodities Strategy No K-1 ETF stock for Q3 2025, down 0.5% quarter-over-quarter.
  • 4 funds opened new Simplify Commodities Strategy No K-1 ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
  • The largest Simplify Commodities Strategy No K-1 ETF buyer in Q3 2025 was Longview Financial Advisors, an estimated $5.78M added.
  • The largest Simplify Commodities Strategy No K-1 ETF seller in Q3 2025 was Mainstay Capital Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q3 2025.