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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

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

Top Buyers

1
FEG
Financial Enhancement Group
Indiana
+$28.4M
2
AWM
Aprio Wealth Management
Georgia
+$18.7M
3
Goldman Sachs
Goldman Sachs
New York
+$13.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$12.9M
5
PCP
Proficio Capital Partners
Massachusetts
+$11.5M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$348M
2
TF
Trek Financial
Arizona
-$35.7M
3
SI
Stephens Inc
Arkansas
-$6.49M
4
HIG
Herr Investment Group
Texas
-$4.57M
5
DWM
Dakota Wealth Management
Florida
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$8.62K +$8.62K +394 New
NS
77
NBC Securities
Alabama
$7K – – –
SIS
78
Sound Income Strategies
Florida
$2.84K +$2.84K +130 New
RWPA
79
Richard W. Paul & Associates
Michigan
$2.48K +$1.47K +67 +146%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$765 +$765 +35 New
LAS
81
Lloyd Advisory Services
Georgia
– -$2.12M -91,543 Closed
HT
82
HAP Trading
New York
– -$1.95M -84,343 Closed
Renaissance Technologies
83
Renaissance Technologies
New York
– -$1.39M -60,100 Closed
ASN
84
Advisory Services Network
Georgia
– -$1.36M -58,892 Closed
BOSSRA
85
B.O.S.S. Retirement Advisors
Utah
– -$971K -41,933 Closed
TI
86
Tidal Investments
Wisconsin
– -$907K -39,199 Closed
1IA
87
1834 Investment Advisors
Wisconsin
– -$822K -35,500 Closed
SWM
88
SFG Wealth Management
Maryland
– -$815K -35,192 Closed
PAG
89
Private Advisor Group
New Jersey
– -$552K -23,826 Closed
CWM
90
Centric Wealth Management
Illinois
– -$494K -21,975 Closed
BCM
91
Brookstone Capital Management
Illinois
– -$333K -14,397 Closed
SAF
92
Smith Anglin Financial
Texas
– -$307K -13,282 Closed
EAM
93
Evanson Asset Management
California
– -$234K -10,096 Closed
CIBC World Market
94
CIBC World Market
Ontario, Canada
– -$228K -9,829 Closed
IWM
95
IHT Wealth Management
Illinois
– -$225K -9,698 Closed
FM
96
Family Management
New York
– -$209K -9,045 Closed
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
– -$100K -4,334 Closed
VAG
98
VisionPoint Advisory Group
Texas
– -$3.54K -153 Closed
OLVIG
99
Oliver Lagore Vanvalin Investment Group
Michigan
– -$2.15K -93 Closed
TAM
100
Tucker Asset Management
Colorado
– -$278 -12 Closed
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