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Simplify Short Term Treasury Futures Strategy ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$378K +$103K +4,850 +38%
AIM
52
Anchor Investment Management
South Carolina
$369K +$34.2K +1,606 +10%
PFA
53
Professional Financial Advisors
Nebraska
$332K +$20.7K +972 +7%
GM
54
GeoWealth Management
Illinois
$321K +$321K +15,040 New
CHJWM
55
Carlton Hofferkamp & Jenks Wealth Management
Texas
$304K +$4.27K +195 +1%
CAG
56
Csenge Advisory Group
Florida
$284K +$284K +13,314 New
BOSSRA
57
B.O.S.S. Retirement Advisors
Utah
$237K +$237K +11,140 New
AA
58
AlphaQ Advisors
Florida
$232K -$47.5K -2,230 -17%
KFG
59
Kingdom Financial Group
Arizona
$213K +$213K +10,007 New
NA
60
NewEdge Advisors
Louisiana
$213K -$411K -19,260 -66%
OAS
61
Optivise Advisory Services
Tennessee
$211K +$211K +9,875 New
GA
62
GFS Advisors
Texas
$207K +$183K +74,594 +769%
Bank of America
63
Bank of America
North Carolina
$183K -$2.05K -96 -1%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$53.1K
CT
65
Colonial Trust
South Carolina
$42.6K
Morgan Stanley
66
Morgan Stanley
New York
$35.3K -$4.27K -200 -11%
PA
67
Pineridge Advisors
Missouri
$28K +$6.42K +301 +30%
Osaic Holdings
68
Osaic Holdings
Arizona
$24.7K
Comerica Bank
69
Comerica Bank
Texas
$20.9K +$405 +19 +2%
US Bancorp
70
US Bancorp
Minnesota
$12.4K +$512 +24 +4%
IAIM
71
International Assets Investment Management
Florida
$7.23K +$7.23K +339 New
NS
72
NBC Securities
Alabama
$7K +$531 +28 +8%
RWPA
73
Richard W. Paul & Associates
Michigan
$3.36K +$941 +44 +39%
PPA
74
Painted Porch Advisors
California
$3.2K +$3.2K +150 New
HNB
75
Huntington National Bank
Ohio
$1.3K