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Simplify Short Term Treasury Futures Strategy ETF

14 hedge funds and large institutions have $38.5M invested in Simplify Short Term Treasury Futures Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.93% more ownership

Funds ownership: 0%63.93% (+64%)

Holders
14
Holders Change
+14
Holders Change %
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
1
Herr Investment Group
Texas
$8.3M +$8.39M +334,756 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.58M +$7.66M +305,631 New
HCM
3
Hollencrest Capital Management
California
$4.99M +$5.04M +201,200 New
Jane Street
4
Jane Street
New York
$4.98M +$5.03M +200,807 New
SAM
5
Simplify Asset Management
Nevada
$4.56M +$4.6M +183,831 New
NA
6
NewEdge Advisors
Louisiana
$3.05M +$3.08M +123,140 New
HCA
7
Heck Capital Advisors
Wisconsin
$2.7M +$2.73M +108,875 New
3LCM
8
3D/L Capital Management
Connecticut
$1.98M +$2.01M +80,051 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$232K +$234K +9,344 New
TWD
10
True Wealth Design
Ohio
$49.6K +$50.1K +2,000 New
Osaic Holdings
11
Osaic Holdings
Arizona
$48K +$48.7K +1,943 New
UBS Group
12
UBS Group
Switzerland
$26.7K +$27K +1,078 New
PA
13
Parallel Advisors
California
$18K +$18.2K +726 New
GRP
14
Global Retirement Partners
California
$3.15K +$3.18K +127 New

TUA Hedge Fund Activity: Q4 2022 in Review

14 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simplify Short Term Treasury Futures Strategy ETF (TUA) for Q4 2022, worth a combined $38.5M.

Buyers outnumbered sellers: 14 funds opened new TUA positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $7.66M.

  • 14 institutional investors held Simplify Short Term Treasury Futures Strategy ETF (TUA) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $38.5M of Simplify Short Term Treasury Futures Strategy ETF stock for Q4 2022.
  • 14 funds opened new Simplify Short Term Treasury Futures Strategy ETF positions in Q4 2022 and 0 closed out, a net change of +14 holders.
  • The largest Simplify Short Term Treasury Futures Strategy ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $7.66M added.

Based on aggregated 13F filings for Q4 2022.