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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

88 hedge funds and large institutions have $413M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
23
Increased
42
Reduced
16
Closed
17
Calls
$692K
Puts
$26K
Net Calls
+$666K
Net Calls Change
+$967K

Top Buyers

1
FCM
Fourpath Capital Management
Oklahoma
+$17.7M
2
TF
Trek Financial
Arizona
+$16.9M
3
LJAC
L.J. Altfest & Co
New York
+$13M
4
AWM
AE Wealth Management
Kansas
+$8.67M
5
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$6.34M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$21.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.22M
3
AWM
Aprio Wealth Management
Georgia
-$6.68M
4
PCS
Private Client Services
Kentucky
-$3.7M
5
SAM
Simplify Asset Management
Nevada
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
76
Colonial Trust
South Carolina
$43.9K – – –
CAWM
77
Capital A Wealth Management
Pennsylvania
$39.7K -$48.8K -2,221 -55%
PA
78
Pineridge Advisors
Missouri
$27.5K +$8.44K +384 +44%
Morgan Stanley
79
Morgan Stanley
New York
$18.9K -$66 -3 -0.3%
DRP
80
Decker Retirement Planning
Utah
$15.2K +$4.57K +208 +43%
AF
81
Allworth Financial
California
$15K +$15K +677 New
Wells Fargo
82
Wells Fargo
California
$6.86K +$6.84K +311 +31,100%
RWPA
83
Richard W. Paul & Associates
Michigan
$5.36K +$1.41K +64 +36%
PPA
84
Painted Porch Advisors
California
$3.3K – – –
CWM
85
Copia Wealth Management
Oregon
$2.66K +$2.66K +121 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.65K +$2.65K +120 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$220 +$220 +10 New
FEG
89
Financial Enhancement Group
Indiana
– -$21.2M -1,013,970 Closed
SAM
90
Simplify Asset Management
Nevada
– -$3.62M -170,383 Closed
AIP
91
Almanack Investment Partners
Pennsylvania
– -$3.56M -167,815 Closed
MHS
92
M Holdings Securities
Oregon
– -$1.61M -76,000 Closed
Goldman Sachs
93
Goldman Sachs
New York
– -$1.39M -65,600 Closed
BWM
94
BlackDiamond Wealth Management
New York
– -$1.2M -56,608 Closed
OMC
95
Old Mission Capital
Illinois
– -$695K -32,739 Closed
Financial Engines Advisors
96
Financial Engines Advisors
California
– -$605K -28,489 Closed
BI
97
Bolthouse Investments
California
– -$512K -24,119 Closed
Jane Street
98
Jane Street
New York
– -$426K -20,094 Closed
JSAM
99
J. Safra Asset Management
New York
– -$389K -18,333 Closed
PAG
100
Private Advisor Group
New Jersey
– -$224K -10,564 Closed
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