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Simplify Short Term Treasury Futures Strategy ETF

82 hedge funds and large institutions have $380M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

0.14% less ownership

Funds ownership: 60.78%60.64% (-0.14%)

6% less capital invested

Capital invested by funds: $405M → $380M (-$24.5M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less funds holding

Funds holding: 9382 (-11)

49% less call options, than puts

Call options by funds: $678K | Put options by funds: $1.32M

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
9
Increased
35
Reduced
28
Closed
19
Calls
$678K
Puts
$1.32M
Net Calls
-$647K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$521K +$27.5K +1,258 +6%
Group One Trading
52
Group One Trading
Illinois
$462K -$574K -26,278 -55%
AIM
53
Anchor Investment Management
South Carolina
$441K
MML Investors Services
54
MML Investors Services
Massachusetts
$377K -$31.1K -1,422 -8%
MFG
55
Magnus Financial Group
New York
$359K -$16.4K -752 -4%
CA
56
CWC Advisors
Oregon
$345K +$30.3K +1,385 +10%
FWM
57
FSR Wealth Management
Illinois
$328K -$13.8K -633 -4%
EWM
58
Evolution Wealth Management
Florida
$318K +$207K +9,452 +185%
BCM
59
Brookstone Capital Management
Illinois
$276K -$134K -6,136 -33%
BJL
60
Brighton Jones LLC
Washington
$229K +$2.49K +114 +1%
LFA
61
Longview Financial Advisors
Alabama
$224K -$7.39K -338 -3%
FIA
62
Foundations Investment Advisors
Arizona
$203K +$203K +9,285 New
Simplex Trading
63
Simplex Trading
Illinois
$190K -$116K -5,323 -38%
Q1WB
64
Quest 10 Wealth Builders
Virginia
$169K +$7.8K +357 +5%
Osaic Holdings
65
Osaic Holdings
Arizona
$121K +$50.6K +2,315 +71%
IA
66
IFP Advisors
Florida
$117K -$37.6K -1,720 -24%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$64.4K +$4K +183 +7%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$54.8K
CT
69
Colonial Trust
South Carolina
$43.7K
GWM
70
Geneos Wealth Management
Colorado
$30.3K +$30.3K +1,385 New
DRP
71
Decker Retirement Planning
Utah
$22.4K +$328 +15 +1%
Morgan Stanley
72
Morgan Stanley
New York
$19.8K +$940 +43 +5%
US Bancorp
73
US Bancorp
Minnesota
$19.7K +$19.7K +900 New
PTC
74
Private Trust Company
Ohio
$17.9K -$2.36K -108 -12%
ASN
75
Advisory Services Network
Georgia
$10.3K +$10.3K +469 New