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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

82 hedge funds and large institutions have $351M invested in Simplify Short Term Treasury Futures Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
27
Increased
30
Reduced
20
Closed
15
Calls
$518K
Puts
$819K
Net Calls
-$301K
Net Calls Change
-$202K

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$63M
2
FEG
Financial Enhancement Group
Indiana
$21.2M
3
Citadel Advisors
Citadel Advisors
Florida
$12.3M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
$14.7M
5
HCA
Heck Capital Advisors
Wisconsin
$5.13M

Top Sellers

1
HCM
Hollencrest Capital Management
California
$23.7M
2
PAG
Private Advisor Group
New Jersey
$224K
3
WI
WJ Interests
Texas
$0
4
LFA
Longview Financial Advisors
Alabama
$2.43M
5
GIA
Gladstone Institutional Advisory
Florida
$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$63M +$63M +2,967,492 New
AWM
2
AE Wealth Management
Kansas
$34.2M +$4.77M +224,576 +16%
FS
3
Ferguson Shapiro
Georgia
$27.8M -$2.93M -138,288 -10%
AWM
4
Aprio Wealth Management
Georgia
$25.6M +$3.2M +150,852 +14%
HCM
5
Hollencrest Capital Management
California
$23.7M -$26.5M -1,249,848 -53%
FEG
6
Financial Enhancement Group
Indiana
$21.2M +$21.2M +1,013,970 New
AA
7
Ancora Advisors
Ohio
$16.7M +$2.55M +120,000 +18%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$14.7M +$5.96M +280,744 +69%
Citadel Advisors
9
Citadel Advisors
Florida
$12.3M +$8.72M +410,732 +244%
LAS
10
Lloyd Advisory Services
Georgia
$11.6M +$3.06M +144,027 +36%
ECM
11
Evergreen Capital Management
Washington
$7.66M +$33.9K +1,596 +0.4%
MPW
12
Magnolia Private Wealth
Pennsylvania
$6.31M +$6.31M +297,317 New
GIA
13
Gladstone Institutional Advisory
Florida
$5.64M -$4.05M -191,042 -42%
LPL Financial
14
LPL Financial
California
$5.27M -$3.01M -141,946 -36%
LJAC
15
L.J. Altfest & Co
New York
$5.18M +$227K +10,707 +5%
HCA
16
Heck Capital Advisors
Wisconsin
$5.13M +$5.13M +241,953 New
CP
17
Cumberland Partners
Ontario, Canada
$4.21M +$303K +14,277 +8%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$4.03M +$3.55M +167,137 +740%
PCS
19
Private Client Services
Kentucky
$3.9M +$199K +9,394 +5%
SAM
20
Simplify Asset Management
Nevada
$3.62M +$103K +4,857 +3%
AIP
21
Almanack Investment Partners
Pennsylvania
$3.56M +$164K +7,708 +5%
EFG
22
Ethos Financial Group
Pennsylvania
$3.56M +$3.56M +167,815 New
BAM
23
Belpointe Asset Management
Nevada
$2.81M -$2.3K -102 -0.1%
ECA
24
Elevated Capital Advisors
Utah
$2.65M +$675K +31,801 +34%
HH
25
Hilltop Holdings
Texas
$2.59M +$261K +12,301 +11%
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