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Simplify Intermediate Term Treasury Futures Strategy ETF

43 hedge funds and large institutions have $112M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
25
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$187K 13,859 +13,859 New
FWM
27
FSR Wealth Management
Illinois
$183K 13,559 +636 +5%
RF
28
RHS Financial
California
$171K 12,688 +12,688 New
SPWM
29
Straight Path Wealth Management
Michigan
$166K 12,269 +500 +4%
IA
30
IFP Advisors
Florida
$162K 11,998 +10,953 +1,048%
FA
31
FSA Advisors
Michigan
$148K 11,000 -1,807 -14%
TAP
32
Tounjian Advisory Partners
Florida
$134K 10,152 -300 -3%
PS
33
Principal Securities
Iowa
$61.2K 4,537 +3,112 +218%
PSFG
34
Park Square Financial Group
Georgia
$56.6K 4,194 +1,171 +39%
T
35
Transce3nd
Texas
$53.7K 3,980 +266 +7%
DRP
36
Decker Retirement Planning
Utah
$18.2K 1,351 +555 +70%
Osaic Holdings
37
Osaic Holdings
Arizona
$13.8K 1,121 +1,121 New
OIA
38
Optimum Investment Advisors
Illinois
$13.5K 1,000
UBS Group
39
UBS Group
Switzerland
$5.42K 402 -459 -53%
PA
40
Pineridge Advisors
Missouri
$1.74K 129 -606 -82%
RWPA
41
Richard W. Paul & Associates
Michigan
$1.6K 118 -4 -3%
GRP
42
Global Retirement Partners
California
$1.39K 103 +103 New
Morgan Stanley
43
Morgan Stanley
New York
$38 2 +1 +100%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
-146,201 Closed
Jane Street
45
Jane Street
New York
-42,534 Closed
LRWM
46
Lord & Richards Wealth Management
Colorado
-4,742 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
-27 Closed