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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

82 hedge funds and large institutions have $351M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
30
Reduced
20
Closed
15
Calls
$518K
Puts
$819K
Net Calls
-$301K
Net Calls Change
-$202K

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$63M
2
FEG
Financial Enhancement Group
Indiana
$21.2M
3
Citadel Advisors
Citadel Advisors
Florida
$12.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$14.7M
5
HCA
Heck Capital Advisors
Wisconsin
$5.13M

Top Sellers

1
HCM
Hollencrest Capital Management
California
$23.7M
2
PAG
Private Advisor Group
New Jersey
$224K
3
WI
WJ Interests
Texas
$0
4
LFA
Longview Financial Advisors
Alabama
$2.43M
5
GIA
Gladstone Institutional Advisory
Florida
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
26
Longview Financial Advisors
Alabama
$2.43M -$5.85M -275,462 -71%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.41M +$195K +9,195 +9%
GLR
28
Great Lakes Retirement
Ohio
$2.36M +$485K +22,862 +26%
PHS
29
Pekin Hardy Strauss
Illinois
$2.3M -$534K -25,172 -19%
HBS
30
Howard Bailey Securities
Indiana
$2.23M +$134K +6,325 +6%
LI
31
LifeWealth Investments
Florida
$1.96M +$1.96M +92,195 New
CCC
32
Compass Capital Corp
Massachusetts
$1.78M +$1.78M +84,039 New
MHS
33
M Holdings Securities
Oregon
$1.61M +$1.61M +76,000 New
AWA
34
Authentikos Wealth Advisory
California
$1.45M +$174K +8,221 +14%
Goldman Sachs
35
Goldman Sachs
New York
$1.39M +$1.39M +65,600 New
TF
36
Trek Financial
Arizona
$1.29M +$174K +8,189 +16%
BWM
37
BlackDiamond Wealth Management
New York
$1.2M +$29.5K +1,392 +3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$961K -$3.21M -151,102 -77%
CA
39
Cambridge Advisors
Nebraska
$742K +$26.9K +1,268 +4%
GM
40
GeoWealth Management
Illinois
$717K +$344K +16,233 +92%
OMC
41
Old Mission Capital
Illinois
$695K +$695K +32,739 New
HighTower Advisors
42
HighTower Advisors
Illinois
$682K -$2.2M -103,854 -76%
Financial Engines Advisors
43
Financial Engines Advisors
California
$605K +$605K +28,489 New
PS
44
Principal Securities
Iowa
$576K -$1.09M -51,345 -65%
SPWM
45
Straight Path Wealth Management
Michigan
$537K +$161K +7,575 +43%
CAG
46
Csenge Advisory Group
Florida
$513K +$132K +6,220 +35%
BI
47
Bolthouse Investments
California
$512K +$512K +24,119 New
Jane Street
48
Jane Street
New York
$426K -$266K -12,542 -38%
KPWS
49
Kestra Private Wealth Services
Texas
$425K +$14.5K +682 +4%
JSAM
50
J. Safra Asset Management
New York
$389K +$389K +18,333 New
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