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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

76 hedge funds and large institutions have $344M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
14
Increased
35
Reduced
20
Closed
17
Calls
$190K
Puts
$2.64M
Net Calls
-$2.45M
Net Calls Change
+$1.63M

Top Buyers

1
FS
Ferguson Shapiro
Georgia
+$27M
2
HCM
Hollencrest Capital Management
California
+$22.9M
3
ECM
Evergreen Capital Management
Washington
+$10.9M
4
ACM
Andina Capital Management
Utah
+$8.3M
5
LAS
Lloyd Advisory Services
Georgia
+$7.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$13.9M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$13.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$12.3M
4
HIG
Herr Investment Group
Texas
-$11.7M
5
PCP
Proficio Capital Partners
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.85M -$254K -11,901 -6%
PHS
27
Pekin Hardy Strauss
Illinois
$3.61M -$255K -11,950 -7%
AIP
28
Almanack Investment Partners
Pennsylvania
$3.22M -$1.73M -81,072 -35%
BAM
29
Belpointe Asset Management
Nevada
$2.64M +$92.5K +4,338 +4%
CP
30
Cumberland Partners
Ontario, Canada
$2.64M -$2.15K -101 -0.1%
HH
31
Hilltop Holdings
Texas
$2.32M +$1.79M +84,008 +338%
SAM
32
Simplify Asset Management
Nevada
$2.16M -$1.81M -84,831 -46%
GLR
33
Great Lakes Retirement
Ohio
$1.75M +$265K +12,425 +18%
PS
34
Principal Securities
Iowa
$1.55M +$49.8K +2,335 +3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.5M +$25.1K +1,177 +2%
RJA
36
Raymond James & Associates
Florida
$1.3M +$477K +22,367 +58%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$1.26M +$1.26M +58,575 New
Wells Fargo
38
Wells Fargo
California
$1.05M +$101K +4,733 +11%
Citadel Advisors
39
Citadel Advisors
Florida
$1.02M -$12.3M -578,809 -92%
ECA
40
Elevated Capital Advisors
Utah
$937K +$937K +43,929 New
FA
41
FDx Advisors
Illinois
$867K -$18.1K -847 -2%
HAM
42
Harmony Asset Management
Arizona
$780K +$780K +36,605 New
Truist Financial
43
Truist Financial
North Carolina
$754K -$604K -28,332 -44%
CA
44
Cambridge Advisors
Nebraska
$644K +$94.6K +4,437 +17%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$636K +$42.2K +1,980 +7%
Simplex Trading
46
Simplex Trading
Illinois
$592K +$388K +18,188 +190%
TF
47
Trek Financial
Arizona
$581K -$1.78M -83,392 -75%
RIA
48
Regal Investment Advisors
Michigan
$508K -$116K -5,442 -19%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$508K +$13K +611 +3%
SAS
50
Sage Advisory Services
Texas
$472K +$37.3K +1,746 +9%
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