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Simplify Short Term Treasury Futures Strategy ETF

82 hedge funds and large institutions have $380M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

0.14% less ownership

Funds ownership: 60.78%60.64% (-0.14%)

6% less capital invested

Capital invested by funds: $405M → $380M (-$24.5M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less funds holding

Funds holding: 9382 (-11)

49% less call options, than puts

Call options by funds: $678K | Put options by funds: $1.32M

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
9
Increased
35
Reduced
28
Closed
19
Calls
$678K
Puts
$1.32M
Net Calls
-$647K
Net Calls Change
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65M
AWM
2
AE Wealth Management
Kansas
$43.2M +$1.01M +46,385 +2%
FS
3
Ferguson Shapiro
Georgia
$41.6M +$524K +23,975 +1%
FCM
4
Fourpath Capital Management
Oklahoma
$24.4M +$1.35M +61,552 +6%
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$24M +$1.19M +54,268 +5%
LJAC
6
L.J. Altfest & Co
New York
$18.4M +$453K +20,704 +3%
AA
7
Ancora Advisors
Ohio
$18M
LAS
8
Lloyd Advisory Services
Georgia
$13.7M +$58.2K +2,662 +0.4%
PEA
9
Park Edge Advisors
Ohio
$8.44M +$3.21M +146,756 +61%
LPL Financial
10
LPL Financial
California
$8.16M -$4.72M -216,146 -37%
ECM
11
Evergreen Capital Management
Washington
$7.46M -$39.7K -1,818 -0.5%
AWA
12
Authentikos Wealth Advisory
California
$6.9M -$2.1M -95,985 -23%
LI
13
LifeWealth Investments
Florida
$6.84M +$367K +16,773 +6%
MPW
14
Magnolia Private Wealth
Pennsylvania
$6.7M +$528K +24,133 +8%
AWM
15
Aprio Wealth Management
Georgia
$6.65M -$224K -10,225 -3%
HCA
16
Heck Capital Advisors
Wisconsin
$5.85M +$62.9K +2,878 +1%
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$5.64M -$175K -8,014 -3%
PCP
18
Proficio Capital Partners
Massachusetts
$4.93M +$4.92M +225,250 New
CP
19
Cumberland Partners
Ontario, Canada
$4.77M +$240K +10,977 +5%
HCM
20
Hollencrest Capital Management
California
$4.42M -$67.5K -3,087 -2%
PCS
21
Private Client Services
Kentucky
$4.32M +$4.01M +183,461 +1,305%
HBS
22
Howard Bailey Securities
Indiana
$3.84M +$273K +12,496 +8%
WWM
23
Whalen Wealth Management
Nevada
$3.5M +$2.36M +107,793 +206%
GLR
24
Great Lakes Retirement
Ohio
$3.12M -$148K -6,783 -5%
GIA
25
Gladstone Institutional Advisory
Florida
$2.92M -$572K -26,175 -16%