Who Owns CTA?
Simplify Managed Futures Strategy ETF — Institutional Ownership & 13F Holdings
$30.73
+0.49 (+1.62%)
Market Cap
$1.4B
Shares Outstanding
49,412,609
Institutional Holders
160
Total Inst. Value
$438.1M
% of Float Held
—
QoQ Holder Change
+124
Institutional data as of Q1 2025
New Positions
92
Closed Positions
10
Increased
44
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $50.8M | 1,714,801 |
| 2 | AE Wealth Management LLC | $28.8M | 972,082 |
| 3 | Beacon Capital Management, LLC | $21.3M | 721,066 |
| 4 | HighTower Advisors, LLC | $20.9M | 706,315 |
| 5 | Pasadena Private Wealth, LLC | $16.0M | 540,935 |
| 6 | Private Advisor Group, LLC | $12.6M | 427,004 |
| 7 | Altiora Financial Group, LLC | $11.6M | 392,260 |
| 8 | WELLS FARGO & COMPANY/MN | $10.5M | 354,457 |
| 9 | Clear Creek Financial Management, LLC | $9.9M | 334,813 |
| 10 | PEAK FINANCIAL ADVISORS LLCNew | $9.7M | 327,072 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +1.7M | $50.8M |
| AE Wealth Management LLC | +311K | $28.8M |
| Beacon Capital Management, LLC | +350K | $21.3M |
| HighTower Advisors, LLC | +464K | $20.9M |
| Pasadena Private Wealth, LLC | +360K | $16.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -325K | $10.5M |
| Proficio Capital Partners LLC | -184K | $265K |
| Simplify Asset Management Inc. | -73K | $2.0M |
| Composition Wealth, LLC | -27K | $1.8M |
| GeoWealth Management, LLC | -11K | $354K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CTA?
As of Q1 2025, 160 institutional investors report holding CTA (Simplify Managed Futures Strategy ETF) in their 13F filings.
Which hedge fund owns the most CTA?
The largest institutional holder of CTA is BANK OF AMERICA CORP /DE/ with $50.8M in shares.
Are institutions buying or selling CTA?
This quarter, 92 institutions opened new positions in CTA and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.