Simplify Managed Futures St
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Simplify Managed Futures St (CTA), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Managed Futures St (CTA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Simplify Managed Futures St (CTA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Simplify Managed Futures St (CTA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Andrew J. Whalen@Whalen Wealth Management Inc.
| 2.4% | $3.451M 123,740 shares@ 27.9 avg price | New Position |
Elton Wilcox@Elevated Capital Advisors, Llc
| 0.35% | $1.273M 45,639 shares@ 27.89 avg price | New Position |
Christopher Clancy@Global Wealth Strategies & Associates
| 0.34% | $1.075M 38,533 shares@ 27.89 avg price | New Position |
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
| 0.29% | $483,501 17,336 shares@ 27.89 avg price | New Position |
Scott Boyce@Decker Retirement Planning Inc.
| 0.06% | $91,089 3,266 shares@ 27.9 avg price | New Position |
Radha Rai@Global Trust Asset Management, Llc
| 0.01% | $16,511 592 shares@ 27.9 avg price | New Position |