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Simplify Short Term Treasury Futures Strategy ETF

91 hedge funds and large institutions have $400M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $413M → $400M (-$12.6M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

Holders
91
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
$2.17M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65.3M
AWM
2
AE Wealth Management
Kansas
$42.5M
FS
3
Ferguson Shapiro
Georgia
$41.4M
FCM
4
Fourpath Capital Management
Oklahoma
$23.2M
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$23M
AA
6
Ancora Advisors
Ohio
$18.1M
LJAC
7
L.J. Altfest & Co
New York
$18.1M
Citadel Advisors
8
Citadel Advisors
Florida
$17.9M
LAS
9
Lloyd Advisory Services
Georgia
$13.7M
LPL Financial
10
LPL Financial
California
$13M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$10.2M
AWA
12
Authentikos Wealth Advisory
California
$8.47M
ECM
13
Evergreen Capital Management
Washington
$7.56M
AWM
14
Aprio Wealth Management
Georgia
$6.92M
MPW
15
Magnolia Private Wealth
Pennsylvania
$6.46M
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$5.86M
HCA
17
Heck Capital Advisors
Wisconsin
$5.83M
PEA
18
Park Edge Advisors
Ohio
$5.27M
CP
19
Cumberland Partners
Ontario, Canada
$4.55M
HCM
20
Hollencrest Capital Management
California
$4.52M
Jane Street
21
Jane Street
New York
$4.24M
GIA
22
Gladstone Institutional Advisory
Florida
$3.51M
GLR
23
Great Lakes Retirement
Ohio
$3.3M
LI
24
LifeWealth Investments
Florida
$3.22M
PHS
25
Pekin Hardy Strauss
Illinois
$2.89M