SDMF Institutional Ownership
Simplify DBi CTA Managed Futures Index ETF
1W: +1.9%
1M: +4.5%
3M: +7.7%
YTD: +9.8%
$27.44
+0.04 (+0.15%)
Weekly Expected Move ±1.9%
$26
$27
$27
$28
$28
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Institutional Ownership — SDMF
8
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
5
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 277,854 | $8M | +235,508 | +556.2% | 2Q | SEC ↗ |
| 2 | Encompass More Asset Management | 109,805 | $3M | +36,884 | +50.6% | 2Q | SEC ↗ |
| 3 | Quantinno Capital Management LP NEW | 89,392 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CreativeOne Wealth, LLC NEW | 45,101 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 22,330 | $613K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Deane Retirement Strategies, Inc. NEW | 176 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG NEW | 16 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Arrowroot Family Office, LLC | 0 | $0K | -27,516 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Quantinno Capital Management LP | 89,392 | $2M |
| CreativeOne Wealth, LLC | 45,101 | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 22,330 | $613K |
| Deane Retirement Strategies, Inc. | 176 | $5K |
| UBS Group AG | 16 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arrowroot Family Office, LLC | 27,516 | $755K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tidal Investments LLC | +235,508 | +556.2% | 277,854 |
| Encompass More Asset Management | +36,884 | +50.6% | 109,805 |
Biggest Decreases (0)
None.