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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

76 hedge funds and large institutions have $344M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
14
Increased
35
Reduced
20
Closed
17
Calls
$190K
Puts
$2.64M
Net Calls
-$2.45M
Net Calls Change
+$1.63M

Top Buyers

1
FS
Ferguson Shapiro
Georgia
$31.2M
2
HCM
Hollencrest Capital Management
California
$49.6M
3
ECM
Evergreen Capital Management
Washington
$10.9M
4
ACM
Andina Capital Management
Utah
$8.3M
5
LAS
Lloyd Advisory Services
Georgia
$7.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.02M
4
HIG
Herr Investment Group
Texas
$0
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1
Hollencrest Capital Management
California
$49.6M +$22.9M +1,075,025 +86%
FS
2
Ferguson Shapiro
Georgia
$31.2M +$27M +1,264,967 +634%
FEG
3
Financial Enhancement Group
Indiana
$30.1M +$348K +15,565 +1%
AWM
4
AE Wealth Management
Kansas
$21.6M +$6.33M +296,792 +42%
AWM
5
Aprio Wealth Management
Georgia
$21M +$2.76M +129,409 +15%
AA
6
Ancora Advisors
Ohio
$14.8M +$4.54M +212,790 +44%
ECM
7
Evergreen Capital Management
Washington
$10.9M +$10.9M +511,065 New
SFBLI
8
Southern Farm Bureau Life Insurance
Mississippi
$9.32M – – –
Jane Street
9
Jane Street
New York
$8.95M +$3.63M +170,327 +68%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.88M +$876K +41,030 +11%
LFA
11
Longview Financial Advisors
Alabama
$8.5M -$387K -18,168 -4%
ACM
12
Andina Capital Management
Utah
$8.3M +$8.3M +389,494 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$8.05M – – –
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$7.83M – – –
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$7.83M – – –
LAS
16
Lloyd Advisory Services
Georgia
$7.37M +$7.37M +345,751 New
WI
17
WJ Interests
Texas
$6.43M +$233K +10,934 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.34M -$229K -10,761 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.13M -$50.8K -2,385 -0.8%
LJAC
20
L.J. Altfest & Co
New York
$6.05M +$3.23M +151,464 +115%
GIA
21
Gladstone Institutional Advisory
Florida
$5.52M -$273K -12,792 -5%
MAWAG
22
Mid-American Wealth Advisory Group
Missouri
$5.23M +$1.93M +90,578 +58%
DWM
23
Dakota Wealth Management
Florida
$4.57M -$1.8M -84,375 -28%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.1M +$94.6K +4,436 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.93M +$76.3K +3,578 +2%
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