TUA icon

Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

19 hedge funds and large institutions have $61.3M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
11
Increased
6
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
TMD Wealth Management
Arizona
+$8.19M
2
NA
NewEdge Advisors
Louisiana
+$6.85M
3
HIG
Herr Investment Group
Texas
+$4.75M
4
BWM
BlackDiamond Wealth Management
New York
+$4.38M
5
TI
Tidal Investments
Wisconsin
+$2.44M

Top Sellers

1
HCA
Heck Capital Advisors
Wisconsin
-$2.7M
2
3LCM
3D/L Capital Management
Connecticut
-$1.98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$232K
4
TWD
True Wealth Design
Ohio
-$49.6K
5
UBS Group
UBS Group
Switzerland
-$26.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIG
1
Herr Investment Group
Texas
$13.2M +$4.75M +187,336 +56%
NA
2
NewEdge Advisors
Louisiana
$9.97M +$6.85M +269,879 +219%
TWM
3
TMD Wealth Management
Arizona
$8.19M +$8.19M +322,628 New
Jane Street
4
Jane Street
New York
$6.28M +$1.18M +46,677 +23%
SAM
5
Simplify Asset Management
Nevada
$6.22M +$1.56M +61,337 +33%
HCM
6
Hollencrest Capital Management
California
$5.1M – – –
BWM
7
BlackDiamond Wealth Management
New York
$4.38M +$4.38M +171,210 New
TI
8
Tidal Investments
Wisconsin
$2.44M +$2.44M +96,206 New
TF
9
Trek Financial
Arizona
$957K +$957K +37,725 New
Citadel Advisors
10
Citadel Advisors
Florida
$913K +$913K +35,987 New
JIR
11
James Investment Research
Ohio
$810K +$810K +31,932 New
HighTower Advisors
12
HighTower Advisors
Illinois
$772K +$772K +30,450 New
Osaic Holdings
13
Osaic Holdings
Arizona
$641K +$592K +23,337 +1,201%
AA
14
Ancora Advisors
Ohio
$580K +$580K +22,860 New
IA
15
IFP Advisors
Florida
$300K +$300K +12,006 New
SAF
16
Smith Anglin Financial
Texas
$293K +$293K +11,546 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$136K +$136K +5,372 New
PA
18
Parallel Advisors
California
$14.3K -$4.11K -162 -22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.86K +$108 +4,246 +1%
HCA
20
Heck Capital Advisors
Wisconsin
– -$2.7M -108,875 Closed
3LCM
21
3D/L Capital Management
Connecticut
– -$1.98M -80,051 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– -$232K -9,344 Closed
TWD
23
True Wealth Design
Ohio
– -$49.6K -2,000 Closed
UBS Group
24
UBS Group
Switzerland
– -$26.7K -1,078 Closed
GRP
25
Global Retirement Partners
California
– -$3.15K -127 Closed