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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 %
SWA
51
Stratos Wealth Advisors
Ohio
$577K +$577K +26,380 New
CA
52
Cambridge Advisors
Nebraska
$563K +$115K +5,253 +26%
TSS
53
Two Sigma Securities
New York
$559K +$559K +25,568 New
HH
54
Hilltop Holdings
Texas
$544K +$544K +24,865 New
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$508K -$7.41K -339 -1%
SAS
56
Sage Advisory Services
Texas
$446K -$19.2K -879 -4%
BHWA
57
Beacon Harbor Wealth Advisors
Virginia
$361K +$361K +16,500 New
AIM
58
Anchor Investment Management
South Carolina
$343K +$343K +15,702 New
PFA
59
Professional Financial Advisors
Nebraska
$319K +$319K +14,585 New
BWM
60
BlackDiamond Wealth Management
New York
$300K -$416 -19 -0.1%
CAN
61
Cetera Advisor Networks
California
$300K -$30K -1,372 -9%
HF
62
HRT Financial
New York
$298K +$298K +13,670 New
AA
63
AlphaQ Advisors
Florida
$287K +$287K +13,135 New
CHJWM
64
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K +$2.79K +133 +1%
SPWM
65
Straight Path Wealth Management
Michigan
$282K +$282K +12,875 New
GA
66
GFS Advisors
Texas
$212K -$26.2K -1,200 -11%
Simplex Trading
67
Simplex Trading
Illinois
$209K -$891K -40,904 -81%
Bank of America
68
Bank of America
North Carolina
$190K -$1.88K -86 -1%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$53.2K
CT
70
Colonial Trust
South Carolina
$43.7K +$43.7K +2,000 New
Morgan Stanley
71
Morgan Stanley
New York
$40.5K -$197K -9,005 -83%
Osaic Holdings
72
Osaic Holdings
Arizona
$25.4K -$1.4M -63,884 -98%
PA
73
Pineridge Advisors
Missouri
$22.2K +$12.8K +583 +136%
Comerica Bank
74
Comerica Bank
Texas
$21K +$5.93K +271 +39%
US Bancorp
75
US Bancorp
Minnesota
$12.2K