TUA icon

Simplify Short Term Treasury Futures Strategy ETF

88 hedge funds and large institutions have $452M invested in Simplify Short Term Treasury Futures Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7.32% more ownership

Funds ownership: 60.64%67.96% (+7.3%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$773K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$65M
FS
2
Ferguson Shapiro
Georgia
$49M
AWM
3
AE Wealth Management
Kansas
$41.1M
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$25M
HighTower Advisors
5
HighTower Advisors
Illinois
$20.2M
PAG
6
Private Advisor Group
New Jersey
$19.1M
FCM
7
Fourpath Capital Management
Oklahoma
$19.1M
LJAC
8
L.J. Altfest & Co
New York
$18.7M
LPL Financial
9
LPL Financial
California
$18.1M
AA
10
Ancora Advisors
Ohio
$18M
LAS
11
Lloyd Advisory Services
Georgia
$15.1M
IWS
12
Insight Wealth Strategies
California
$14M
FEG
13
Financial Enhancement Group
Indiana
$8.88M
PEA
14
Park Edge Advisors
Ohio
$8.34M
ECM
15
Evergreen Capital Management
Washington
$7.59M
BFG
16
Broussard Financial Group
Louisiana
$7.58M
AWM
17
Aprio Wealth Management
Georgia
$6.48M
HCA
18
Heck Capital Advisors
Wisconsin
$6.25M
MPW
19
Magnolia Private Wealth
Pennsylvania
$5.86M
CP
20
Cumberland Partners
Ontario, Canada
$5.82M
AWA
21
Authentikos Wealth Advisory
California
$5.3M
PCS
22
Private Client Services
Kentucky
$4.56M
HCM
23
Hollencrest Capital Management
California
$4.43M
PFM
24
Professional Financial Management
Wisconsin
$4.03M
LI
25
LifeWealth Investments
Florida
$3.35M