CTA

Simplify Managed Futures St

+$287.0M

Net Activity

Institutions Holding

236

Popularity Rank

#2516

Avg Weight

0.67%

Total Value

$1.1B

Ownership Trend

236 institutions currently hold CTA, with 154 net buyers and 88 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

88

Net Buying Institutions

154

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$135.0M
WE
Wealth Enhancement Advisory Services, LLC
$59.8M
BI
Boothe Investment Group, Inc.
$52.6M
CI
Concurrent Investment Advisors, LLC
$44.3M
CI
Citigroup INC
$40.7M

Top 5 by Conviction

BI
Boothe Investment Group, Inc.
16.91%
IW
Independence Wealth Advisors, LLC
15.33%
AI
Abbington Investment Group
9.01%
OF
OmniStar Financial Group, Inc.
6.18%
PF
Peak Financial Advisors LLC
5.76%
View all 236 holding institutions

Quarterly Activity

Recent Activity

+$813.9M

Total Buy Value

$438.8M

Total Sell Value

New buy48
Trim70
Add106
Sold out18

154

Net Buyers

88

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SIMPLIFY MANAGED FUTURES ST (CTA)?
Major stakeholders currently include Bank Of America CORP /de/ ($135.0M), Wealth Enhancement Advisory Services, LLC ($59.8M), Boothe Investment Group, Inc. ($52.6M). Based on the latest 13F filings, there are a total of 236 tracked investment funds and institutions maintaining positions in CTA.
What is the overall institutional sentiment toward CTA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $287.0M, driven by 154 managers accumulating shares while 88 reduced their exposure.
Which institutions have been selling or reducing their CTA positions?
In the latest period, 70 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $438.8M.
Are there any notable investors adding CTA to their portfolios?
Yes, buying activity remains notable. 48 institutions opened new positions in {ticker}, and 106 existing holders added to their shares. The total reported buy value for the quarter amounted to $813.9M.

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