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Simplify Short Term Treasury Futures Strategy ETF

78 hedge funds and large institutions have $660M invested in Simplify Short Term Treasury Futures Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+42
Holders Change %
+116.67%
% of All Funds
1.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
47
Increased
16
Reduced
14
Closed
5
Calls
$215K
Puts
$2.63M
Net Calls
-$2.42M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$383M
TF
2
Trek Financial
Arizona
$40.3M +$21.4M +924,383 +113%
HCM
3
Hollencrest Capital Management
California
$27.7M +$23.1M +997,384 +496%
HIG
4
Herr Investment Group
Texas
$17.2M +$3.09M +133,526 +22%
AWM
5
AE Wealth Management
Kansas
$15.1M +$1.47M +64,537 +11%
DWM
6
Dakota Wealth Management
Florida
$10.8M -$2.26M -97,631 -17%
PFA
7
Peak Financial Advisors
Colorado
$10.3M -$138K -5,968 -1%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$10.3M +$10.3M +445,482 New
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$10.3M +$10.3M +443,494 New
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$10.3M +$10.3M +443,494 New
LFA
11
Longview Financial Advisors
Alabama
$10.2M +$10.2M +440,615 New
AA
12
Ancora Advisors
Ohio
$8.88M +$924K +39,907 +12%
SI
13
Stephens Inc
Arkansas
$8.5M +$8.5M +367,308 New
SAM
14
Simplify Asset Management
Nevada
$7.97M -$2.57M -110,855 -24%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.79M +$7.28M +315,625 +1,412%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.44M +$7.4M +319,575 +19,715%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7M +$7M +302,222 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.7M +$5.7M +246,292 New
LPL Financial
19
LPL Financial
California
$4.47M +$2.75M +118,694 +160%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.37M +$279K +12,059 +7%
AIP
21
Almanack Investment Partners
Pennsylvania
$4.04M +$4.04M +174,683 New
PHS
22
Pekin Hardy Strauss
Illinois
$3.74M +$3.74M +161,599 New
LJAC
23
L.J. Altfest & Co
New York
$3.02M -$1.26M -54,226 -29%
GIA
24
Gladstone Institutional Advisory
Florida
$2.86M +$2.86M +123,615 New
BAM
25
Belpointe Asset Management
Nevada
$2.73M +$2.15M +92,953 +375%