TUA icon

Simplify Short Term Treasury Futures Strategy ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$545K +$545K +23,554 New
CWM
52
Centric Wealth Management
Illinois
$494K +$494K +21,975 New
SAS
53
Sage Advisory Services
Texas
$492K +$492K +21,254 New
CA
54
Cambridge Advisors
Nebraska
$475K +$475K +20,502 New
CAN
55
Cetera Advisor Networks
California
$349K +$349K +15,075 New
BCM
56
Brookstone Capital Management
Illinois
$333K +$333K +14,397 New
BWM
57
BlackDiamond Wealth Management
New York
$309K -$1.79M -79,697 -85%
CHJWM
58
Carlton Hofferkamp & Jenks Wealth Management
Texas
$308K +$308K +13,534 New
SAF
59
Smith Anglin Financial
Texas
$307K +$307K +13,282 New
AWA
60
Authentikos Wealth Advisory
California
$281K -$64.6K -2,791 -19%
GA
61
GFS Advisors
Texas
$252K +$252K +10,900 New
Morgan Stanley
62
Morgan Stanley
New York
$251K +$174K +7,535 +227%
EAM
63
Evanson Asset Management
California
$234K +$234K +10,096 New
CIBC World Market
64
CIBC World Market
Ontario, Canada
$228K +$228K +9,829 New
IWM
65
IHT Wealth Management
Illinois
$225K +$225K +9,698 New
FM
66
Family Management
New York
$209K +$209K +9,045 New
Bank of America
67
Bank of America
North Carolina
$203K +$189K +8,158 +1,371%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$100K +$100K +4,334 New
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$57.6K -$65.8K -2,866 -53%
Comerica Bank
70
Comerica Bank
Texas
$16K +$16K +689 New
US Bancorp
71
US Bancorp
Minnesota
$12.9K +$12.9K +559 New
PA
72
Pineridge Advisors
Missouri
$9.96K +$9.96K +430 New
NS
73
NBC Securities
Alabama
$7K +$7K +341 New
VAG
74
VisionPoint Advisory Group
Texas
$3.54K +$3.54K +153 New
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$2.15K -$995 -43 -32%