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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

$28.70 +0.14 (+0.49%)
(As of 12/20/2024 05:23 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$72.17M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$12.75M
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CTA Institutional Buying and Selling by Quarter

Simplify Managed Futures Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Orion Portfolio Solutions LLC474,357$12.33M0.3%-2.8%6.996%
11/15/2024 National Bank of Canada FI16,354$425K0.0%-2.2%0.241%
11/15/2024 Jane Street Group LLC33,962$883K0.0%N/A0.501%
11/15/2024 Hernani LP98,212$5.06B39.3%N/A1.449%
11/15/2024 HighTower Advisors LLC239,038$6.21M0.0%N/A3.526%
11/14/2024 CreativeOne Wealth LLC41,892$1.09M0.0%+94.0%0.618%
11/12/2024 Optivise Advisory Services LLC40,698$1.06M0.6%N/A0.600%
11/12/2024 Nwam LLC30,011$780K0.0%N/A0.443%
11/12/2024 Altiora Financial Group LLC121,670$3.16M0.7%N/A1.795%
11/8/2024 Moors & Cabot Inc.13,400$348K0.0%+70.7%0.198%
11/8/2024 Prospera Private Wealth LLC9,190$239K0.0%N/A0.136%
11/7/2024 Napa Wealth Management44,646$1.16M0.5%N/A0.658%
11/6/2024 Simplify Asset Management Inc.54,118$1.41M0.1%-32.3%0.798%
11/6/2024 OneDigital Investment Advisors LLC85,514$2.22M0.0%+51.7%1.261%
11/4/2024 Axxcess Wealth Management LLC10,235$266K0.0%N/A0.151%
11/4/2024 Legacy Capital Wealth Partners LLC19,228$500K0.1%N/A0.284%
11/1/2024 Atria Investments Inc120,296$3.13M0.0%+939.5%1.774%
11/1/2024 SFG Wealth Management LLC.47,809$1.24M0.7%-6.4%0.705%
10/31/2024 Financial Enhancement Group LLC89,656$2.24M0.4%-10.1%1.322%
10/29/2024 Clear Creek Financial Management LLC331,465$8.62M1.0%-13.9%4.889%
10/29/2024 Farther Finance Advisors LLC2,900$75K0.0%N/A0.043%
10/25/2024 Great Diamond Partners LLC12,349$321K0.1%N/A0.182%
10/25/2024 Andina Capital Management LLC49,903$1.30M1.0%+23.6%0.736%
10/24/2024 Astor Investment Management LLC326,615$8.49M4.1%N/A4.817%
10/24/2024 Wealth Enhancement Advisory Services LLC12,001$312K0.0%+16.8%0.177%
10/23/2024 Legacy Capital Group California Inc.72,998$1.90M0.6%N/A1.077%
10/23/2024 Cambridge Advisors Inc.20,585$535K0.1%+9.1%0.304%
10/22/2024 Private Advisor Group LLC23,464$610K0.0%+31.6%0.346%
10/22/2024 WT Wealth Management11,720$314K0.1%N/A0.173%
10/21/2024 Raleigh Capital Management Inc.6,589$171K0.1%N/A0.097%
10/19/2024 Longview Financial Advisors Inc.169,099$4.40M3.2%+2.5%2.494%
10/16/2024 Longview Financial Advisors Inc.156,321$4.06M3.7%-5.2%2.306%
10/15/2024 FMA Wealth Management LLC39,874$1.04M0.8%+10.5%0.588%
10/11/2024 ORG Partners LLC12,283$320K0.1%-72.0%0.181%
10/11/2024 ORG Wealth Partners LLC32,125$835K0.3%N/A0.474%
10/10/2024 Lloyd Advisory Services LLC.8,316$216K0.1%N/A0.123%
10/10/2024 Peak Financial Advisors LLC314,910$8.19M4.2%+10.6%4.645%
10/8/2024 CWM LLC11,756$306K0.0%+53.9%0.173%
10/7/2024 Miracle Mile Advisors LLC87,218$2.27M0.1%-46.5%1.286%
8/13/2024 Simplify Asset Management Inc.79,883$2.15M0.1%-38.1%1.178%
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8/12/2024 Brighton Jones LLC19,320$520K0.0%+73.6%0.285%
8/8/2024 Envestnet Asset Management Inc.78,409$2.11M0.0%-8.6%1.156%
8/3/2024 National Bank of Canada FI16,727$449K0.0%+8.0%0.247%
8/2/2024 Financial Enhancement Group LLC99,779$2.58M0.4%+1.8%1.472%
8/2/2024 Ferguson Shapiro LLC9,549$257K0.1%N/A0.141%
7/31/2024Commonwealth Equity Services LLC23,586$635K0.0%+180.0%0.348%
7/25/2024 Clear Creek Financial Management LLC384,923$10.42M1.3%+2.7%5.677%
7/25/2024 Aries Wealth Management40,735$1.10M0.3%+3.4%0.601%
7/22/2024 Hobbs Group Advisors LLC4,780$129K0.0%N/A0.071%
7/19/2024 SFG Wealth Management LLC.51,074$1.38M0.8%N/A0.753%
7/19/2024 FMA Wealth Management LLC36,089$972K0.8%+25.3%0.532%
7/18/2024 Miracle Mile Advisors LLC163,137$4.39M0.1%-0.5%2.406%
7/16/2024 ORG Partners LLC43,829$1.18M0.1%N/A0.646%
7/16/2024 Wealth Enhancement Advisory Services LLC10,273$277K0.0%-84.7%0.152%
7/16/2024 Andina Capital Management LLC40,364$1.09M0.8%N/A0.595%
7/15/2024 Sharp Financial Services LLC41,800$1.13M1.0%N/A0.617%
7/12/2024 Peak Financial Advisors LLC284,850$7.67M4.4%+4.5%4.201%
7/11/2024 Cambridge Advisors Inc.18,868$508K0.1%+2.7%0.278%
7/10/2024 CWM LLC7,640$206K0.0%+28.6%0.113%
5/14/2024 CreativeOne Wealth LLC12,911$322K0.0%N/A0.190%
5/11/2024 Ironsides Asset Advisors LLC10,590$264K0.1%+13.2%0.156%
5/10/2024 Nwam LLC26,257$711K0.1%N/A0.387%
5/9/2024 Orion Portfolio Solutions LLC519,975$12.97M0.1%-10.0%7.669%
5/8/2024 Avantax Advisory Services Inc.24,463$610K0.0%-33.4%0.361%
4/30/2024 Private Advisor Group LLC22,554$563K0.0%-63.1%0.342%
4/26/2024 Clear Creek Financial Management LLC374,917$9.35M1.2%+26.0%5.681%
4/18/2024 Miracle Mile Advisors LLC163,921$4.09M0.1%-4.4%3.742%
4/16/2024 Cambridge Advisors Inc.18,374$458K0.1%+3.7%0.419%
4/16/2024 Wealth Enhancement Advisory Services LLC67,158$1.68M0.0%N/A1.533%
4/15/2024 Wealthcare Advisory Partners LLC14,403$359K0.0%+17.7%0.329%
4/15/2024 Financial Enhancement Group LLC98,007$2.60M0.4%+5.7%2.238%
4/12/2024 Peak Financial Advisors LLC272,639$6.80M4.1%+23.4%6.225%
2/9/2024 FMA Wealth Management LLC14,609$345K0.3%N/A0.334%
2/9/2024 Orion Portfolio Solutions LLC577,625$13.87M0.2%N/A13.188%
2/7/2024 Avantax Advisory Services Inc.36,721$867K0.0%+62.3%0.838%
2/6/2024 Private Advisor Group LLC61,047$1.44M0.0%-15.0%1.394%
2/6/2024 Wealthcare Advisory Partners LLC12,237$289K0.0%+42.0%0.279%
2/6/2024 National Bank of Canada FI11,994$285K0.0%+19.8%0.274%
2/2/2024 Truist Financial Corp16,252$384K0.0%-56.1%0.371%
2/1/2024 CWM LLC6,452$152K0.0%+1,754.0%0.147%
1/29/2024 ORG Partners LLC66,041$1.56M0.3%+224.3%1.508%
1/24/2024 Clear Creek Financial Management LLC297,475$7.02M1.1%+134.7%6.792%
1/22/2024 Miracle Mile Advisors LLC171,454$4.05M0.1%N/A3.914%
1/19/2024 Fermata Advisors LLC14,891$351K0.1%+6.4%0.340%
1/18/2024 Financial Enhancement Group LLC92,693$2.25M0.4%+7.0%2.116%
1/17/2024 Cambridge Advisors Inc.17,710$418K0.1%+13.2%0.404%
1/16/2024Wealthsource Partners LLC58,763$1.39M0.1%-15.3%1.342%
1/11/2024 Aries Wealth Management39,320$928K0.3%+21.7%0.898%
1/10/2024 Peak Financial Advisors LLC220,945$5.21M3.5%+4.5%5.044%
11/13/2023 Bison Wealth LLC148,301$4.09M0.8%N/A3.386%
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11/13/2023 Cambria Investment Management L.P.45,026$1.24M0.1%N/A1.028%
11/13/2023 Envestnet Asset Management Inc.154,063$4.24M0.0%-4.2%3.517%
11/13/2023Wealthsource Partners LLC69,370$1.91M0.1%+31.8%1.584%
11/13/2023 Kestra Advisory Services LLC8,905$245K0.0%-11.5%0.203%
11/8/2023 Avantax Advisory Services Inc.22,619$623K0.0%N/A0.516%
11/8/2023 Moors & Cabot Inc.9,600$264K0.0%N/A0.219%
11/8/2023 Kestra Private Wealth Services LLC7,282$201K0.0%N/A0.166%
11/7/2023 Fermata Advisors LLC13,999$386K0.1%+46.9%0.320%
11/3/2023 ORG Partners LLC20,367$561K0.2%-69.4%0.465%
11/3/2023 MGO One Seven LLC9,596$264K0.0%N/A0.219%
(Data available from 1/1/2016 forward)

CTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CTA shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Hernani LP ($5.06B), Gratus Capital LLC ($14.73M), Orion Portfolio Solutions LLC ($12.33M), Clear Creek Financial Management LLC ($8.62M), Astor Investment Management LLC ($8.49M), Peak Financial Advisors LLC ($8.19M), and HighTower Advisors LLC ($6.21M).Learn more on CTA's institutional investors.

Which institutional investors have been buying Simplify Managed Futures Strategy ETF stock?

Of the 75 institutional investors that purchased Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($577.63K), Gratus Capital LLC ($566.49K), Clear Creek Financial Management LLC ($384.92K), Peak Financial Advisors LLC ($372.43K), Astor Investment Management LLC ($326.62K), HighTower Advisors LLC ($239.04K), and Miracle Mile Advisors LLC ($171.45K).

How much institutional buying is happening at Simplify Managed Futures Strategy ETF?

Institutional investors have bought a total of 5,005,696 shares in the last 24 months. This purchase volume represents approximately $126.64M in transactions.

Which Simplify Managed Futures Strategy ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold Simplify Managed Futures Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($314.03K), Stegent Equity Advisors Inc. ($124.08K), Dakota Wealth Management ($118.97K), Simplify Asset Management Inc. ($95.30K), Private Advisor Group LLC ($86.84K), Miracle Mile Advisors LLC ($84.24K), and ORG Partners LLC ($77.77K).

How much institutional selling is happening at Simplify Managed Futures Strategy ETF?

Institutional investors have sold a total of 1,462,158 shares in the last 24 months. This volume of shares sold represents approximately $37.71M in transactions.


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This page (NYSEARCA:CTA) was last updated on 12/21/2024 by MarketBeat.com Staff
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