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Simplify Short Term Treasury Futures Strategy ETF
TUA

Overview Fund Activity

88 hedge funds and large institutions have $413M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
23
Increased
42
Reduced
16
Closed
17
Calls
$692K
Puts
$26K
Net Calls
+$666K
Net Calls Change
+$967K

Top Buyers

1
FCM
Fourpath Capital Management
Oklahoma
+$17.7M
2
TF
Trek Financial
Arizona
+$16.9M
3
LJAC
L.J. Altfest & Co
New York
+$13M
4
AWM
AE Wealth Management
Kansas
+$8.67M
5
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$6.34M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$21.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.22M
3
AWM
Aprio Wealth Management
Georgia
-$6.68M
4
PCS
Private Client Services
Kentucky
-$3.7M
5
SAM
Simplify Asset Management
Nevada
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65M – – –
AWM
2
AE Wealth Management
Kansas
$44M +$8.67M +394,652 +25%
FS
3
Ferguson Shapiro
Georgia
$28.3M -$504K -22,933 -2%
HCM
4
Hollencrest Capital Management
California
$24.7M +$115K +5,228 +0.5%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$21.5M +$6.34M +288,480 +42%
AWM
6
Aprio Wealth Management
Georgia
$19.8M -$6.68M -304,252 -25%
LJAC
7
L.J. Altfest & Co
New York
$18.4M +$13M +592,878 +243%
TF
8
Trek Financial
Arizona
$18.2M +$16.9M +767,255 +1,260%
AA
9
Ancora Advisors
Ohio
$18M +$769K +35,000 +4%
FCM
10
Fourpath Capital Management
Oklahoma
$17.7M +$17.7M +807,454 New
LAS
11
Lloyd Advisory Services
Georgia
$14.3M +$2.37M +107,710 +20%
LPL Financial
12
LPL Financial
California
$11.8M +$6.33M +288,231 +116%
ECM
13
Evergreen Capital Management
Washington
$7.92M -$13K -590 -0.2%
MPW
14
Magnolia Private Wealth
Pennsylvania
$6.96M +$2.56M +172,757 +58%
AWA
15
Authentikos Wealth Advisory
California
$6.81M +$5.31M +241,741 +353%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$5.88M +$1.71M +78,048 +41%
HCA
17
Heck Capital Advisors
Wisconsin
$5.64M +$329K +14,956 +6%
GIA
18
Gladstone Institutional Advisory
Florida
$5.44M -$397K -18,084 -7%
FGA
19
Fortis Group Advisors
New Jersey
$5.37M +$5.37M +244,229 New
PEA
20
Park Edge Advisors
Ohio
$5.36M +$5.36M +243,868 New
CP
21
Cumberland Partners
Ontario, Canada
$4.52M +$170K +7,750 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$4.5M -$8.22M -374,327 -65%
GLR
23
Great Lakes Retirement
Ohio
$3.67M +$1.23M +55,863 +50%
CWMGP
24
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.33M +$3.33M +151,560 New
HBS
25
Howard Bailey Securities
Indiana
$2.94M +$630K +28,660 +27%
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