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Simplify Short Term Treasury Futures Strategy ETF

80 hedge funds and large institutions have $376M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

14% less funds holding

Funds holding: 9380 (-13)

49% less call options, than puts

Call options by funds: $678K | Put options by funds: $1.32M

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$678K
Puts
$1.32M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65M
AWM
2
AE Wealth Management
Kansas
$43.2M
FS
3
Ferguson Shapiro
Georgia
$41.6M
FCM
4
Fourpath Capital Management
Oklahoma
$24.4M
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$24M
LJAC
6
L.J. Altfest & Co
New York
$18.4M
AA
7
Ancora Advisors
Ohio
$18M
LAS
8
Lloyd Advisory Services
Georgia
$13.7M
PEA
9
Park Edge Advisors
Ohio
$8.44M
LPL Financial
10
LPL Financial
California
$8.16M
ECM
11
Evergreen Capital Management
Washington
$7.46M
AWA
12
Authentikos Wealth Advisory
California
$6.9M
MPW
13
Magnolia Private Wealth
Pennsylvania
$6.7M
AWM
14
Aprio Wealth Management
Georgia
$6.65M
HCA
15
Heck Capital Advisors
Wisconsin
$5.85M
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$5.64M
PCP
17
Proficio Capital Partners
Massachusetts
$4.93M
CP
18
Cumberland Partners
Ontario, Canada
$4.77M
HCM
19
Hollencrest Capital Management
California
$4.42M
PCS
20
Private Client Services
Kentucky
$4.32M
WWM
21
Whalen Wealth Management
Nevada
$3.5M
LI
22
LifeWealth Investments
Florida
$3.42M
GLR
23
Great Lakes Retirement
Ohio
$3.12M
GIA
24
Gladstone Institutional Advisory
Florida
$2.92M
HBS
25
Howard Bailey Securities
Indiana
$2.82M