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Simplify Short Term Treasury Futures Strategy ETF

80 hedge funds and large institutions have $327M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
23
Reduced
30
Closed
21
Calls
$1.34M
Puts
$5.42M
Net Calls
-$4.08M
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1
Financial Enhancement Group
Indiana
$28.4M +$28.4M +1,332,545 New
HCM
2
Hollencrest Capital Management
California
$27.4M +$1.2M +54,830 +5%
AWM
3
Aprio Wealth Management
Georgia
$18.7M +$18.7M +856,987 New
AWM
4
AE Wealth Management
Kansas
$15.6M +$1.12M +51,199 +8%
Goldman Sachs
5
Goldman Sachs
New York
$13.9M +$13.9M +634,568 New
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$13.9M -$348M -15,900,379 -96%
Citadel Advisors
7
Citadel Advisors
Florida
$13.7M +$12.9M +591,955 +1,709%
HIG
8
Herr Investment Group
Texas
$11.7M -$4.57M -208,840 -28%
PCP
9
Proficio Capital Partners
Massachusetts
$11.5M +$11.5M +524,024 New
AA
10
Ancora Advisors
Ohio
$10.6M +$2.19M +100,000 +26%
SFBLI
11
Southern Farm Bureau Life Insurance
Mississippi
$9.56M +$9.56M +437,050 New
LFA
12
Longview Financial Advisors
Alabama
$9.12M -$516K -23,595 -5%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$8.26M -$1.48M -67,720 -15%
HighTower Advisors
14
HighTower Advisors
Illinois
$8.18M +$808K +37,049 +11%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$8.03M -$1.67M -76,413 -17%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$8.03M -$1.67M -76,413 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.74M -$284K -12,996 -4%
DWM
18
Dakota Wealth Management
Florida
$6.53M -$3.64M -166,355 -36%
PFA
19
Peak Financial Advisors
Colorado
$6.47M -$3.27M -149,572 -34%
WI
20
WJ Interests
Texas
$6.35M +$5.2M +237,712 +450%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.34M -$268K -12,260 -4%
GIA
22
Gladstone Institutional Advisory
Florida
$5.94M +$3.24M +147,985 +120%
Jane Street
23
Jane Street
New York
$5.46M +$4.04M +184,895 +286%
AIP
24
Almanack Investment Partners
Pennsylvania
$5.08M +$1.26M +57,473 +33%
FS
25
Ferguson Shapiro
Georgia
$4.36M +$4.36M +199,419 New