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Simplify Short Term Treasury Futures Strategy ETF

36 hedge funds and large institutions have $497M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
13
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$361M +$48.9M +2,238,137 +16%
TF
2
Trek Financial
Arizona
$17.9M -$1.61M -73,906 -8%
FEG
3
Financial Enhancement Group
Indiana
$13.7M +$10.8K +497 +0.1%
HIG
4
Herr Investment Group
Texas
$13.3M -$561K -25,693 -4%
AWM
5
AE Wealth Management
Kansas
$13.1M +$1.17M +53,760 +10%
DWM
6
Dakota Wealth Management
Florida
$12.3M +$3.64M +166,856 +42%
Jane Street
7
Jane Street
New York
$10.3M +$7.54M +345,278 +276%
SAM
8
Simplify Asset Management
Nevada
$9.94M +$2.25M +102,876 +29%
PFA
9
Peak Financial Advisors
Colorado
$9.86M +$3.78M +172,864 +62%
AA
10
Ancora Advisors
Ohio
$7.5M +$6.5M +297,733 +649%
HCM
11
Hollencrest Capital Management
California
$4.39M
LJAC
12
L.J. Altfest & Co
New York
$4.03M +$4.03M +184,590 New
Truist Financial
13
Truist Financial
North Carolina
$3.98M -$269K -12,299 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.86M -$372K -17,039 -9%
Citadel Advisors
15
Citadel Advisors
Florida
$2.57M +$2.57M +117,459 New
BWM
16
BlackDiamond Wealth Management
New York
$2.03M -$78.4K -3,603 -4%
LPL Financial
17
LPL Financial
California
$1.62M +$1.62M +74,319 New
TI
18
Tidal Investments
Wisconsin
$1.2M -$521K -23,861 -30%
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$925K +$40.6K +1,857 +5%
GLR
20
Great Lakes Retirement
Ohio
$782K -$43.8K -2,005 -5%
BAM
21
Belpointe Asset Management
Nevada
$541K +$541K +24,760 New
HighTower Advisors
22
HighTower Advisors
Illinois
$488K -$242K -11,100 -33%
AA
23
AlphaQ Advisors
Florida
$352K +$352K +16,130 New
OMC
24
Old Mission Capital
Illinois
$333K +$333K +15,225 New
AWA
25
Authentikos Wealth Advisory
California
$326K +$1.53K +70 +0.5%