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Simplify Short Term Treasury Futures Strategy ETF

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$692K
Puts
$26K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65M
AWM
2
AE Wealth Management
Kansas
$44M
FS
3
Ferguson Shapiro
Georgia
$28.3M
HCM
4
Hollencrest Capital Management
California
$24.7M
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$21.5M
AWM
6
Aprio Wealth Management
Georgia
$19.8M
LJAC
7
L.J. Altfest & Co
New York
$18.4M
TF
8
Trek Financial
Arizona
$18.2M
AA
9
Ancora Advisors
Ohio
$18M
FCM
10
Fourpath Capital Management
Oklahoma
$17.7M
LAS
11
Lloyd Advisory Services
Georgia
$14.3M
LPL Financial
12
LPL Financial
California
$11.8M
ECM
13
Evergreen Capital Management
Washington
$7.92M
MPW
14
Magnolia Private Wealth
Pennsylvania
$6.96M
AWA
15
Authentikos Wealth Advisory
California
$6.81M
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$5.88M
HCA
17
Heck Capital Advisors
Wisconsin
$5.64M
GIA
18
Gladstone Institutional Advisory
Florida
$5.44M
FGA
19
Fortis Group Advisors
New Jersey
$5.37M
PEA
20
Park Edge Advisors
Ohio
$5.36M
CP
21
Cumberland Partners
Ontario, Canada
$4.52M
Citadel Advisors
22
Citadel Advisors
Florida
$4.5M
GLR
23
Great Lakes Retirement
Ohio
$3.67M
CWMGP
24
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.33M
HBS
25
Howard Bailey Securities
Indiana
$2.94M