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Simplify Short Term Treasury Futures Strategy ETF

80 hedge funds and large institutions have $327M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
23
Reduced
30
Closed
21
Calls
$1.34M
Puts
$5.42M
Net Calls
-$4.08M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$4.21M -$7.39K -338 -0.2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.11M -$27.9K -1,276 -0.7%
SAM
28
Simplify Asset Management
Nevada
$4.07M -$3.46M -158,009 -46%
PHS
29
Pekin Hardy Strauss
Illinois
$3.96M +$430K +19,650 +12%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.95M -$1.43M -65,571 -27%
MAWAG
31
Mid-American Wealth Advisory Group
Missouri
$3.39M +$3.39M +154,912 New
LJAC
32
L.J. Altfest & Co
New York
$2.89M +$41.5K +1,895 +1%
CP
33
Cumberland Partners
Ontario, Canada
$2.71M +$1.18M +54,037 +77%
BAM
34
Belpointe Asset Management
Nevada
$2.62M +$42.1K +1,925 +2%
TF
35
Trek Financial
Arizona
$2.42M -$35.7M -1,631,496 -94%
PS
36
Principal Securities
Iowa
$1.54M +$42.9K +1,962 +3%
SI
37
Stephens Inc
Arkansas
$1.54M -$6.49M -296,898 -81%
GLR
38
Great Lakes Retirement
Ohio
$1.52M +$886K +40,505 +140%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.52M +$23.8K +1,086 +2%
NL
40
NWAM LLC
Washington
$1.48M +$1.48M +69,400 New
Truist Financial
41
Truist Financial
North Carolina
$1.39M -$16.1K -738 -1%
BCM
42
Bluefin Capital Management
New York
$1.09M
Wells Fargo
43
Wells Fargo
California
$976K -$31.1K -1,423 -3%
AWA
44
Authentikos Wealth Advisory
California
$968K +$702K +32,101 +264%
FA
45
FDx Advisors
Illinois
$908K -$31K -1,417 -3%
RJA
46
Raymond James & Associates
Florida
$843K +$88.5K +4,047 +12%
OMC
47
Old Mission Capital
Illinois
$721K +$721K +32,979 New
RIA
48
Regal Investment Advisors
Michigan
$640K -$115K -5,246 -15%
NA
49
NewEdge Advisors
Louisiana
$640K -$688K -31,456 -52%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$609K +$609K +27,839 New