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Simplify Managed Futures Strategy ETF (CTA) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$47.58M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.35M
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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
4/26/2024Clear 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%
2/9/2024FMA Wealth Management LLC14,609$345K0.3%N/A0.334%
2/9/2024Orion Portfolio Solutions LLC577,625$13.87M0.2%N/A13.188%
2/7/2024Avantax Advisory Services Inc.36,721$867K0.0%+62.3%0.838%
2/6/2024Private 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%
2/6/2024National Bank of Canada FI11,994$285K0.0%+19.8%0.274%
2/2/2024Truist Financial Corp16,252$384K0.0%-56.1%0.371%
2/1/2024 CWM LLC6,452$152K0.0%+1,754.0%0.147%
1/29/2024ORG Partners LLC66,041$1.56M0.3%+224.3%1.508%
1/24/2024Clear 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%
1/11/2024Aries Wealth Management39,320$928K0.3%+21.7%0.898%
1/10/2024 Peak Financial Advisors LLC220,945$5.21M3.5%+4.5%5.044%
11/13/2023Bison Wealth LLC148,301$4.09M0.8%N/A3.386%
11/13/2023Cambria Investment Management L.P.45,026$1.24M0.1%N/A1.028%
11/13/2023Envestnet 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%
11/13/2023Kestra Advisory Services LLC8,905$245K0.0%-11.5%0.203%
11/8/2023Avantax Advisory Services Inc.22,619$623K0.0%N/A0.516%
11/8/2023Moors & Cabot Inc.9,600$264K0.0%N/A0.219%
11/8/2023Kestra Private Wealth Services LLC7,282$201K0.0%N/A0.166%
11/7/2023 Fermata Advisors LLC13,999$386K0.1%+46.9%0.320%
11/3/2023ORG Partners LLC20,367$561K0.2%-69.4%0.465%
11/3/2023MGO One Seven LLC9,596$264K0.0%N/A0.219%
11/3/2023Private Advisor Group LLC71,808$1.98M0.0%-5.4%1.639%
10/25/2023WealthShield Partners LLC33,831$932K0.1%-22.3%0.772%
10/24/2023Clear Creek Financial Management LLC126,735$3.49M0.6%+4.7%2.893%
10/23/2023Commonwealth Equity Services LLC8,840$244K0.0%-31.8%0.202%
10/10/2023 Silverlake Wealth Management LLC7,337$202K0.1%-13.1%0.168%
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10/10/2023National Bank of Canada FI10,011$274K0.0%+15.6%0.229%
10/10/2023 Peak Financial Advisors LLC211,447$5.83M6.3%-21.2%4.828%
8/24/2023ProVise Management Group LLC12,844$328K0.0%-12.1%0.293%
8/15/2023Proficio Capital Partners LLC54,365$1.39M0.2%-1.5%1.241%
8/14/2023Prelude Capital Management LLC9,228$235K0.0%-38.5%0.211%
8/10/2023Private Advisor Group LLC75,930$1.95M0.0%-4.8%1.734%
8/8/2023Geneos Wealth Management Inc.4,932$126K0.0%N/A0.113%
8/4/2023Envestnet Asset Management Inc.160,772$4.10M0.0%-15.5%3.385%
8/3/2023WealthShield Partners LLC43,551$1.12M0.2%-11.4%0.917%
8/2/2023Bank of Montreal Can18,024$465K0.0%N/A0.379%
8/1/2023Truist Financial Corp36,165$922K0.0%-19.8%0.761%
7/31/2023 Dakota Wealth Management18,280$466K0.0%-86.7%0.385%
7/26/2023Janney Montgomery Scott LLC48,308$1.23M0.0%N/A1.017%
7/26/2023National Bank of Canada FI8,658$220K0.0%+13.4%0.182%
7/25/2023Ameritas Advisory Services LLC11,299$290K0.0%-64.4%0.238%
7/24/2023 Fermata Advisors LLC9,530$243K0.2%N/A0.201%
7/17/2023 Wealthcare Advisory Partners LLC8,633$220K0.0%N/A0.182%
7/17/2023Clear Creek Financial Management LLC121,073$3.10M0.5%+9.5%2.549%
7/14/2023Aries Wealth Management22,100$564K0.2%-6.0%0.465%
7/11/2023 Peak Financial Advisors LLC268,240$6.84M5.4%-0.3%5.647%
7/10/2023 Smith Anglin Financial LLC8,237$210K0.0%-70.2%0.173%
6/1/2023ORG Partners LLC72,622$1.70M0.4%N/A1.529%
6/1/2023Prelude Capital Management LLC15,000$351K0.0%N/A0.316%
5/17/2023 Financial Enhancement Group LLC89,656$2.24M0.4%N/A1.724%
5/10/2023Private Advisor Group LLC79,770$1.87M0.0%N/A1.534%
5/10/2023Simplify Asset Management Inc.211,870$4.96M0.7%+32.8%4.074%
5/8/2023WealthShield Partners LLC49,129$1.15M0.2%+293.1%0.945%
5/8/2023ProVise Management Group LLC14,609$342K0.0%-13.7%0.281%
5/5/2023Truist Financial Corp45,113$1.06M0.0%-20.6%0.868%
4/28/2023Ameritas Advisory Services LLC31,768$746K0.0%-49.3%0.611%
4/24/2023Strategic Wealth Partners Ltd.16,505$387K0.1%N/A0.317%
4/20/2023Clear Creek Financial Management LLC110,524$2.59M0.5%N/A2.125%
4/19/2023 Solstein Capital LLC6,010$141K0.1%-68.8%0.116%
4/19/2023 Peak Financial Advisors LLC268,967$6.30M5.3%+0.6%5.172%
4/18/2023IFP Advisors Inc1,417$36K0.0%-95.4%0.027%
4/18/2023Stegent Equity Advisors Inc.11,487$269K0.3%-67.8%0.221%
4/17/2023 Atticus Wealth Management LLC1,154$27K0.0%N/A0.022%
4/14/2023 Dakota Wealth Management137,248$3.21M0.2%+23.6%2.639%
4/13/2023 Cambridge Advisors Inc.15,615$366K0.1%N/A0.300%
4/12/2023National Bank of Canada FI7,637$176K0.0%N/A0.147%
4/11/2023 Smith Anglin Financial LLC27,597$646K0.1%+14.5%0.531%
4/11/2023Mutual Advisors LLC39,129$916K0.0%+30.5%0.752%
2/10/2023Simplify Asset Management Inc.159,566$4.15M0.6%-11.3%2.790%
2/10/2023Ameritas Advisory Services LLC62,675$1.63M0.1%N/A1.096%
2/10/2023ProVise Management Group LLC16,927$440K0.0%N/A0.296%
2/10/2023Wealthsource Partners LLC52,654$1.37M0.1%N/A0.921%
2/8/2023 Dakota Wealth Management111,075$2.89M0.2%+55.7%1.942%
2/7/2023Commonwealth Equity Services LLC7,918$205K0.0%N/A0.138%
2/7/2023IFP Advisors Inc30,776$779K0.0%+1,883.0%0.538%
2/7/2023Envestnet Asset Management Inc.198,019$5.15M0.0%-57.7%3.462%
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2/7/2023Financial Architects Inc13,366$348K0.1%-44.6%0.234%
2/6/2023Brinker Capital Investments LLC7,932$206K0.0%-90.3%0.139%
2/3/2023Ironsides Asset Advisors LLC11,465$298K0.1%N/A0.200%
2/2/2023 Solstein Capital LLC19,245$501K0.4%+13.0%0.336%
2/2/2023Stegent Equity Advisors Inc.35,699$929K1.1%-73.7%0.624%
2/1/2023Bank of Montreal Can4,780$125K0.0%N/A0.084%
1/31/2023Kestra Advisory Services LLC10,062$262K0.0%-27.4%0.176%
1/31/2023AE Wealth Management LLC36,352$946K0.0%N/A0.636%
1/31/2023Omnia Family Wealth LLC26,261$683K0.6%N/A0.459%
1/27/2023Gratus Capital LLC566,493$14.73M1.2%N/A9.904%
(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, 61 institutional investors and hedge funds held shares of Simplify Managed Futures Strategy ETF. The most heavily invested institutionals were Gratus Capital LLC ($14.73M), Orion Portfolio Solutions LLC ($13.87M), Raymond James & Associates ($9.65M), Clear Creek Financial Management LLC ($9.35M), Peak Financial Advisors LLC ($6.80M), Simplify Asset Management Inc. ($4.96M), and Destiny Wealth Partners LLC ($4.45M).Learn more on CTA's institutional investors.

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

Of the 59 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 ($598.33K), Gratus Capital LLC ($566.49K), Envestnet Asset Management Inc. ($468.56K), Clear Creek Financial Management LLC ($374.92K), Peak Financial Advisors LLC ($330.16K), Raymond James & Associates ($329.12K), 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 5,214,826 shares in the last 24 months. This purchase volume represents approximately $137.74M in transactions.

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

Of the 24 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. ($306.69K), Stegent Equity Advisors Inc. ($124.08K), Dakota Wealth Management ($118.97K), Brinker Capital Investments LLC ($73.67K), Peak Financial Advisors LLC ($57.52K), Ameritas Advisory Services LLC ($51.38K), and Private Advisor Group LLC ($48.34K).

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

Institutional investors have sold a total of 1,017,100 shares in the last 24 months. This volume of shares sold represents approximately $26.15M in transactions.


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This page (NYSEARCA:CTA) was last updated on 4/28/2024 by MarketBeat.com Staff

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