TUA icon

Simplify Short Term Treasury Futures Strategy ETF

88 hedge funds and large institutions have $452M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7.32% more ownership

Funds ownership: 60.64%67.96% (+7.3%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$773K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBS
26
Howard Bailey Securities
Indiana
$3.32M
HH
27
Hilltop Holdings
Texas
$3.18M
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$3.16M
GLR
29
Great Lakes Retirement
Ohio
$2.95M
PS
30
Principal Securities
Iowa
$2.84M
GIA
31
Gladstone Institutional Advisory
Florida
$2.69M
ECA
32
Elevated Capital Advisors
Utah
$2.45M
EMAM
33
Encompass More Asset Management
California
$2.02M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.74M
AWMI
35
Aegis Wealth Management (Iowa)
Iowa
$1.65M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.58M
BAM
37
Belpointe Asset Management
Nevada
$1.46M
PCP
38
Proficio Capital Partners
Massachusetts
$1.35M
IWM
39
IHT Wealth Management
Illinois
$1.34M
KPWS
40
Kestra Private Wealth Services
Texas
$1.33M
IWMO
41
Integrated Wealth Management (Ohio)
Ohio
$1.3M
CA
42
Centennial Advisors
Texas
$1.19M
SF
43
Summit Financial
New Jersey
$1.18M
CAG
44
Csenge Advisory Group
Florida
$965K
WA
45
WESPAC Advisors
California
$927K
KFG
46
Kingdom Financial Group
Arizona
$890K
FFA
47
Farther Finance Advisors
California
$799K
SW
48
SMART Wealth
Nebraska
$736K
SPWM
49
Straight Path Wealth Management
Michigan
$689K
4A
50
4Wealth Advisors
Illinois
$647K