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Simplify Commodities Strategy No K-1 ETF

23 hedge funds and large institutions have $23.5M invested in Simplify Commodities Strategy No K-1 ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $18.5M → $23.5M (+$4.96M)

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.49% less ownership

Funds ownership: 44.56%40.08% (-4.5%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
3
Closed
4
Calls
$219K
Puts
Net Calls
+$219K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1
Longview Financial Advisors
Alabama
$6.44M +$205K +6,806 +3%
AWM
2
AE Wealth Management
Kansas
$4.03M +$4.02M +133,761 +5,711%
EMAM
3
Encompass More Asset Management
California
$3.02M +$361K +11,997 +13%
CW
4
CreativeOne Wealth
Kansas
$1.55M +$102K +3,404 +7%
PEA
5
Park Edge Advisors
Ohio
$1.47M -$58.2K -1,935 -4%
WWM
6
Whalen Wealth Management
Nevada
$1.21M +$1.23M +40,897 New
HF
7
Holcombe Financial
Georgia
$783K +$795K +26,423 New
GVCM
8
Global View Capital Management
Wisconsin
$782K -$21.6K -719 -3%
PAG
9
Private Advisor Group
New Jersey
$776K +$136K +4,525 +21%
HighTower Advisors
10
HighTower Advisors
Illinois
$758K +$769K +25,572 New
BCI
11
Brinker Capital Investments
Pennsylvania
$619K +$180K +5,982 +40%
SWP
12
Stratos Wealth Partners
Ohio
$456K -$129K -4,293 -22%
HH
13
Hilltop Holdings
Texas
$361K +$3.04K +101 +0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$352K +$3.01K +100 +0.8%
BA
15
Bluesphere Advisors
Pennsylvania
$307K
SPWM
16
Straight Path Wealth Management
Michigan
$289K +$18.1K +600 +7%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$114K +$106K +3,519 +1,100%
Osaic Holdings
18
Osaic Holdings
Arizona
$74.1K +$58K +1,928 +336%
GRP
19
Global Retirement Partners
California
$47.5K +$33.9K +1,128 +237%
FFA
20
Farther Finance Advisors
California
$16K +$16.2K +540 New
Wells Fargo
21
Wells Fargo
California
$5.37K +$5.45K +181 New
UBS Group
22
UBS Group
Switzerland
$4.09K +$4.15K +138 New
Morgan Stanley
23
Morgan Stanley
New York
$30
CF
24
Claris Financial
Virginia
-$551K -18,238 Closed
WAM
25
Worth Asset Management
Texas
-$465K -15,385 Closed

HARD Hedge Fund Activity: Q4 2025 in Review

23 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Simplify Commodities Strategy No K-1 ETF (HARD) for Q4 2025, worth a combined $23.5M — up 27% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HARD positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.02M. The largest seller was Claris Financial, exiting entirely with an estimated $551K sold.

  • 23 institutional investors held Simplify Commodities Strategy No K-1 ETF (HARD) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $23.5M of Simplify Commodities Strategy No K-1 ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 6 funds opened new Simplify Commodities Strategy No K-1 ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Simplify Commodities Strategy No K-1 ETF buyer in Q4 2025 was AE Wealth Management, an estimated $4.02M added.
  • The largest Simplify Commodities Strategy No K-1 ETF seller in Q4 2025 was Claris Financial, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2025.