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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

33 hedge funds and large institutions have $443M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+14
Holders Change %
+73.68%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
5
Reduced
9
Closed
3
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
+$207K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$324M
2
TF
Trek Financial
Arizona
$20.2M
3
FEG
Financial Enhancement Group
Indiana
$14.1M
4
AWM
AE Wealth Management
Kansas
$12.4M
5
DWM
Dakota Wealth Management
Florida
$8.98M

Top Sellers

1
TWM
TMD Wealth Management
Arizona
$0
2
Jane Street
Jane Street
New York
$2.84M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.4M
4
BWM
BlackDiamond Wealth Management
New York
$2.19M
5
NA
NewEdge Advisors
Louisiana
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$324M +$324M +14,296,810 New
TF
2
Trek Financial
Arizona
$20.2M +$19.4M +853,944 +2,264%
HIG
3
Herr Investment Group
Texas
$14.4M +$2.59M +114,310 +22%
FEG
4
Financial Enhancement Group
Indiana
$14.1M +$14.1M +627,514 New
AWM
5
AE Wealth Management
Kansas
$12.4M +$12.4M +545,601 New
DWM
6
Dakota Wealth Management
Florida
$8.98M +$8.98M +395,773 New
SAM
7
Simplify Asset Management
Nevada
$7.99M +$2.43M +107,135 +44%
NA
8
NewEdge Advisors
Louisiana
$7.94M -$977K -43,098 -11%
PFA
9
Peak Financial Advisors
Colorado
$6.32M +$6.32M +278,719 New
HCM
10
Hollencrest Capital Management
California
$4.56M – – –
Truist Financial
11
Truist Financial
North Carolina
$4.42M +$4.42M +194,759 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.4M -$2.63M -115,944 -37%
Jane Street
13
Jane Street
New York
$2.84M -$2.77M -122,287 -49%
BWM
14
BlackDiamond Wealth Management
New York
$2.19M -$1.68M -74,184 -43%
TI
15
Tidal Investments
Wisconsin
$1.79M -$392K -17,268 -18%
AA
16
Ancora Advisors
Ohio
$1.04M +$522K +23,000 +101%
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$918K +$918K +40,487 New
GLR
18
Great Lakes Retirement
Ohio
$861K +$861K +37,801 New
HighTower Advisors
19
HighTower Advisors
Illinois
$759K +$68.1K +3,000 +10%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$737K +$737K +32,509 New
JIR
21
James Investment Research
Ohio
$652K -$72.4K -3,194 -10%
AWA
22
Authentikos Wealth Advisory
California
$337K +$337K +14,875 New
RIA
23
Regal Investment Advisors
Michigan
$315K +$315K +13,870 New
IA
24
IFP Advisors
Florida
$258K -$14.2K -627 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$196K -$377K -16,620 -66%
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