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Municipal Employees' Retirement System of Michigan’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Municipal Employees' Retirement System of Michigan’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-634,568
Closed -$13.9M – 51
2024
Q1 		$13.9M Sell
634,568
-15,900,379
-96% -$356M 0.18% 38
2023
Q4 		$383M Hold
16,534,947
– – 5.12% 4
2023
Q3 		$361M Buy
16,534,947
+2,238,137
+16% +$50M 5.02% 5
2023
Q2 		$324M Buy
+14,296,810
New +$351M 4.62% 5

Other funds holding TUA

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan's TUA Position: Q2 2024 in Review

Municipal Employees' Retirement System of Michigan sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2024, closing a stake of 634,568 shares — an estimated $13.9M sold.

Municipal Employees' Retirement System of Michigan first reported a position in TUA in Q2 2023 and held it in 4 quarters. The position peaked at $383M in Q4 2023. 76 funds tracked by Wall St. Rank hold TUA as of Q2 2024.

  • Municipal Employees' Retirement System of Michigan reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Municipal Employees' Retirement System of Michigan sold 634,568 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2024, an estimated $13.9M.
  • Municipal Employees' Retirement System of Michigan first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and held it in 4 quarters.
  • Municipal Employees' Retirement System of Michigan's Simplify Short Term Treasury Futures Strategy ETF position peaked at $383M in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2024.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q2 2024, filed 5 Aug 2024.