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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

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

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$63M
2
FEG
Financial Enhancement Group
Indiana
$21.2M
3
Citadel Advisors
Citadel Advisors
Florida
$12.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$14.7M
5
HCA
Heck Capital Advisors
Wisconsin
$5.13M

Top Sellers

1
HCM
Hollencrest Capital Management
California
$23.7M
2
PAG
Private Advisor Group
New Jersey
$224K
3
WI
WJ Interests
Texas
$0
4
LFA
Longview Financial Advisors
Alabama
$2.43M
5
GIA
Gladstone Institutional Advisory
Florida
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRP
76
Decker Retirement Planning
Utah
$10.3K +$10.3K +485 New
RWPA
77
Richard W. Paul & Associates
Michigan
$3.82K +$445 +21 +13%
PPA
78
Painted Porch Advisors
California
$3.18K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$2.12K +$2.12K +100 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$21 -$21 -1 -50%
Wells Fargo
82
Wells Fargo
California
$15 – – –
WI
83
WJ Interests
Texas
– -$7.2M -313,386 Closed
Mariner
84
Mariner
Kansas
– -$1.73M -75,178 Closed
ACM
85
Andina Capital Management
Utah
– -$1.15M -50,218 Closed
MOS
86
MGO One Seven
Ohio
– -$774K -33,653 Closed
PA
87
PFG Advisors
Arizona
– -$752K -32,718 Closed
FA
88
FDx Advisors
Illinois
– -$693K -30,164 Closed
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
– -$602K -26,166 Closed
SAS
90
Sage Advisory Services
Texas
– -$472K -22,121 Closed
CHJWM
91
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$306K -14,100 Closed
BCM
92
Brookstone Capital Management
Illinois
– -$279K -12,118 Closed
DWM
93
Dakota Wealth Management
Florida
– -$211K -9,169 Closed
UBS Group
94
UBS Group
Switzerland
– -$189K -8,206 Closed
PTC
95
Private Trust Company
Ohio
– -$93K -4,045 Closed
Osaic Holdings
96
Osaic Holdings
Arizona
– -$26.7K -1,160 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$5.5K -239 Closed
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