We are live on ! Find out more
TUA icon

Simplify Short Term Treasury Futures Strategy ETF

82 hedge funds and large institutions have $559M invested in Simplify Short Term Treasury Futures Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $979K | Put options by funds: $483K

24% more capital invested

Capital invested by funds: $452M → $559M (+$107M)

6.63% more ownership

Funds ownership: 67.96%74.59% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

7% less funds holding

Funds holding: 8882 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
13
Increased
30
Reduced
31
Closed
19
Calls
$979K
Puts
$483K
Net Calls
+$496K
Net Calls Change
-$277K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$117M +$120M +5,528,700 New
SFBLI
2
Southern Farm Bureau Life Insurance
Mississippi
$62.6M
G
3
GenTrust
Florida
$60.8M +$62.4M +2,883,134 New
FS
4
Ferguson Shapiro
Georgia
$49.1M +$1.96M +90,738 +4%
AWM
5
AE Wealth Management
Kansas
$40.5M +$846K +39,118 +2%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$25M
HighTower Advisors
7
HighTower Advisors
Illinois
$24.9M +$5.65M +261,328 +28%
AA
8
Ancora Advisors
Ohio
$20.9M +$3.66M +168,959 +21%
LPL Financial
9
LPL Financial
California
$16.1M -$1.31M -60,744 -7%
IWS
10
Insight Wealth Strategies
California
$14.1M +$559K +25,833 +4%
LJAC
11
L.J. Altfest & Co
New York
$14M -$4.11M -189,826 -22%
FEG
12
Financial Enhancement Group
Indiana
$13.5M +$4.85M +224,173 +55%
HCA
13
Heck Capital Advisors
Wisconsin
$9.05M +$3.1M +143,276 +50%
PEA
14
Park Edge Advisors
Ohio
$8.02M -$15.5K -717 -0.2%
BFG
15
Broussard Financial Group
Louisiana
$7.85M +$565K +26,108 +8%
AWA
16
Authentikos Wealth Advisory
California
$5.26M +$157K +7,248 +3%
AWM
17
Aprio Wealth Management
Georgia
$4.92M -$1.35M -62,507 -21%
MPW
18
Magnolia Private Wealth
Pennsylvania
$4.53M +$670K +30,976 +12%
HCM
19
Hollencrest Capital Management
California
$4.25M -$16.4K -759 -0.4%
PCS
20
Private Client Services
Kentucky
$4.2M -$196K -9,082 -4%
PFM
21
Professional Financial Management
Wisconsin
$4.18M +$307K +14,197 +8%
ECA
22
Elevated Capital Advisors
Utah
$3.5M +$1.17M +53,876 +48%
LI
23
LifeWealth Investments
Florida
$3.44M +$221K +10,216 +7%
PS
24
Principal Securities
Iowa
$3.22M +$492K +22,756 +18%
HBS
25
Howard Bailey Securities
Indiana
$3.13M -$69.8K -3,226 -2%