Simplify Exchange Traded Fun (CTA): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Simplify Exchange Traded Fun (CTA) following the 2026 Q1 hedge fund 13F filings?

As of today, CTA has moved -11.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -11.6%. Since the quarter end (March 31, 2026), CTA gained -6.5% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Simplify Exchange Traded Fun (CTA)

233 + Investors. Track Smart Money conviction in CTA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CTA

Based on 235 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added CTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

235 hedge funds hold CTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q

+76 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 62% buying

155 buying93 selling

Last quarter: 155 funds were net buyers (52 opened a brand new position + 103 added to an existing one). Only 93 were sellers (71 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new CTA position: 44 → 35 → 42 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 37% entered in last year

■ 16% conviction (2yr+) ■ 46% medium ■ 37% new

Only 38 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

63 → 44 → 35 → 42 → 52 new funds/Q

New funds entering each quarter: 44 → 35 → 42 → 52. A growing number of institutions are discovering CTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 59% of holders entered in last year

■ 19% veterans ■ 22% 1-2yr ■ 59% new

Of 235 current holders: 139 (59%) entered in the past year, only 44 (19%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

15 of 235 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	233	205	13.66%
13F Shares	37M	31M	21.84%
Total Value	$1.11B	$837M	32.39%
New Positions	51	42	+9
Increased Positions	103	92	+11
Closed Positions	23	25	-2
Reduced Positions	70	64	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

233

205

13.66%

13F Shares

37M

31M

21.84%

Total Value

$1.11B

$837M

32.39%

New Positions

Increased Positions

103

+11

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

233 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Boothe Investment Group, Inc.	16.91%	1,738,929	$52.6M
2	Independence Wealth Advisors, LLC	15.33%	951,474	$28.8M
3	Abbington Investment Group	9.01%	512,665	$15.5M
4	Financial Discovery Group Inc	8.23%	116,557	$3.5M
5	PMV Capital Advisers, LLC	7.04%	138,001	$4.2M
6	OmniStar Financial Group, Inc.	6.18%	394,427	$11.9M
7	Peak Financial Advisors LLC	5.76%	430,361	$13.0M
8	Deane Retirement Strategies, Inc.	4.86%	399,338	$12.1M
9	Aspen Wealth Strategies, LLC	4.22%	261,936	$7.9M
10	Longview Financial Advisors, Inc.	3.81%	206,383	$6.2M
11	Ferguson Shapiro LLC	3.71%	402,709	$12.2M
12	Key Capital Management, INC	3.64%	182,327	$5.5M
13	Theory Financial LLC	3.59%	338,200	$10.2M
14	Altiora Financial Group, LLC	3.14%	630,394	$19.1M
15	Fielder Capital Group LLC	3.08%	468,124	$14.1M
16	IAG Wealth Partners, LLC	2.68%	794,860	$24.0M
17	Elevated Capital Advisors, LLC	2.55%	334,840	$10.1M
18	Cowa, LLC	2.46%	301,281	$9.1M
19	Upper Left Wealth Management, LLC	2.37%	132,990	$4.0M
20	Pasadena Private Wealth, LLC	2.19%	523,677	$15.8M
21	Sound Financial Strategies Group, LLC	2.15%	104,137	$3.1M
22	FSA Advisors, Inc.	1.99%	99,716	$3.0M
23	Howard Bailey Securities, LLC	1.73%	139,571	$4.2M
24	Authentikos Wealth Advisory, LLC	1.54%	75,371	$2.3M
25	Collaborative Fund Advisors, LLC	1.37%	73,361	$2.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Simplify Exchange Traded Fun (CTA)

What does the Smart Money Trend signal show for CTA?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added CTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTA?

More buyers than sellers — 62% buying: Last quarter: 155 funds were net buyers (52 opened a brand new position + 103 added to an existing one). Only 93 were sellers (71 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CTA holders?

Strong quality — 26% AUM from major funds: 15 of 235 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CTA?

Mostly new holders — 37% entered in last year: Only 38 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Simplify Exchange Traded Fun (CTA) following the 2026 Q1 hedge fund 13F filings?

As of today, CTA has moved -11.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -11.6%. Since the quarter end (March 31, 2026), CTA has gained -6.5% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Simplify Exchange Traded Fun (CTA)

Smart Money Signals — CTA

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+10 vs last Q)

Mostly new holders — 37% entered in last year

Growing discovery — still being found

Early stage — 59% of holders entered in last year

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — CTA

Hedge Fund Ownership: CTA

Market Analysis: CTA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CTA

Is It Too Late to Buy Simplify Exchange Traded Fun (CTA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CTA

Statistics: CTA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Simplify Exchange Traded Fun (CTA)

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