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Simplify Short Term Treasury Futures Strategy ETF

93 hedge funds and large institutions have $400M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $413M → $400M (-$12.4M)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evolution Wealth Management
Florida
$112K
PSFG
77
Park Square Financial Group
Georgia
$102K
Osaic Holdings
78
Osaic Holdings
Arizona
$71.4K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$60.9K
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$55.2K
CT
81
Colonial Trust
South Carolina
$44.1K
DRP
82
Decker Retirement Planning
Utah
$22.2K
PTC
83
Private Trust Company
Ohio
$20.4K
Morgan Stanley
84
Morgan Stanley
New York
$18.9K
PPA
85
Painted Porch Advisors
California
$6.28K
AP
86
Aspect Partners
Virginia
$5.26K
RWPA
87
Richard W. Paul & Associates
Michigan
$5.13K
Raymond James Financial
88
Raymond James Financial
Florida
$5.02K
GRP
89
Global Retirement Partners
California
$4.52K
PA
90
Pineridge Advisors
Missouri
$2.14K
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$771
CAWM
92
Capital A Wealth Management
Pennsylvania
$463
Wells Fargo
93
Wells Fargo
California
$27
TF
94
Trek Financial
Arizona
FGA
95
Fortis Group Advisors
New Jersey
CWMGP
96
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
FTUS
97
Flow Traders U.S.
New York
MA
98
Mutual Advisors
Nebraska
LRWM
99
Lord & Richards Wealth Management
Colorado
SAW
100
Signal Advisors Wealth
Michigan