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Simplify Short Term Treasury Futures Strategy ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
SMART Wealth
Nebraska
$385K +$51.8K +2,443 +16%
PFA
52
Professional Financial Advisors
Nebraska
$381K +$28.5K +1,344 +8%
AIM
53
Anchor Investment Management
South Carolina
$363K -$52.9K -2,494 -13%
KFG
54
Kingdom Financial Group
Arizona
$329K +$89.7K +4,228 +38%
CA
55
CWC Advisors
Oregon
$273K -$9.55K -450 -3%
FWM
56
FSR Wealth Management
Illinois
$269K +$269K +12,665 New
FA
57
FSA Advisors
Michigan
$264K +$264K +12,434 New
LRWM
58
Lord & Richards Wealth Management
Colorado
$262K +$262K +12,328 New
PAG
59
Private Advisor Group
New Jersey
$224K -$8.57M -404,071 -97%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$219K -$492K -23,154 -69%
NA
61
NewEdge Advisors
Louisiana
$210K -$123K -5,775 -37%
HF
62
HRT Financial
New York
$203K +$203K +9,586 New
GA
63
GFS Advisors
Texas
$201K +$201K +9,450 New
PIS
64
POM Investment Strategies
North Carolina
$106K +$106K +4,983 New
T
65
Transce3nd
Texas
$88.5K +$88.5K +4,171 New
CAWM
66
Capital A Wealth Management
Pennsylvania
$85.4K +$85.4K +4,026 New
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$53.2K
CT
68
Colonial Trust
South Carolina
$42.4K
PSFG
69
Park Square Financial Group
Georgia
$31.9K +$31.9K +1,504 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$30.4K +$30.4K +1,431 New
Simplex Trading
71
Simplex Trading
Illinois
$29K -$111K -5,318 -79%
Group One Trading
72
Group One Trading
Illinois
$20.1K +$20.1K +948 New
PA
73
Pineridge Advisors
Missouri
$18.4K -$8.28K -390 -31%
Q1WB
74
Quest 10 Wealth Builders
Virginia
$18.3K +$18.3K +864 New
Morgan Stanley
75
Morgan Stanley
New York
$18.3K -$4.84K -228 -21%