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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

78 hedge funds and large institutions have $660M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+42
Holders Change %
+116.67%
% of All Funds
1.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
47
Increased
16
Reduced
14
Closed
5
Calls
$215K
Puts
$2.63M
Net Calls
-$2.42M
Net Calls Change
-$2.42M

Top Buyers

1
HCM
Hollencrest Capital Management
California
$27.7M
2
TF
Trek Financial
Arizona
$40.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$10.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10.3M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
$0
2
Jane Street
Jane Street
New York
$1.5M
3
Truist Financial
Truist Financial
North Carolina
$1.49M
4
SAM
Simplify Asset Management
Nevada
$7.97M
5
DWM
Dakota Wealth Management
Florida
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
26
Lloyd Advisory Services
Georgia
$2.12M +$2.12M +91,543 New
HT
27
HAP Trading
New York
$1.95M +$1.95M +84,343 New
CP
28
Cumberland Partners
Ontario, Canada
$1.62M +$1.62M +70,000 New
PS
29
Principal Securities
Iowa
$1.59M +$1.59M +68,555 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.58M +$1.58M +68,233 New
Osaic Holdings
31
Osaic Holdings
Arizona
$1.51M +$1.46M +63,084 +3,219%
Jane Street
32
Jane Street
New York
$1.5M -$9.4M -405,856 -86%
Truist Financial
33
Truist Financial
North Carolina
$1.49M -$2.73M -118,034 -65%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.39M +$1.39M +60,100 New
NA
35
NewEdge Advisors
Louisiana
$1.39M +$1.39M +60,698 New
ASN
36
Advisory Services Network
Georgia
$1.36M +$1.36M +58,892 New
WI
37
WJ Interests
Texas
$1.22M +$1.22M +52,866 New
Simplex Trading
38
Simplex Trading
Illinois
$1.17M +$1.17M +50,345 +32,272%
BCM
39
Bluefin Capital Management
New York
$1.15M +$1.15M +50,000 New
Wells Fargo
40
Wells Fargo
California
$1.07M +$1.07M +46,035 New
FA
41
FDx Advisors
Illinois
$994K +$994K +42,925 New
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
$971K -$9.52K -411 -1%
TI
43
Tidal Investments
Wisconsin
$907K -$368K -15,878 -29%
1IA
44
1834 Investment Advisors
Wisconsin
$822K +$822K +35,500 New
SWM
45
SFG Wealth Management
Maryland
$815K +$815K +35,192 New
Citadel Advisors
46
Citadel Advisors
Florida
$802K -$1.92M -82,830 -71%
RIA
47
Regal Investment Advisors
Michigan
$799K +$478K +20,652 +149%
RJA
48
Raymond James & Associates
Florida
$799K +$799K +34,508 New
GLR
49
Great Lakes Retirement
Ohio
$670K -$158K -6,840 -19%
PAG
50
Private Advisor Group
New Jersey
$552K +$552K +23,826 New
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