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Simplify Intermediate Term Treasury Futures Strategy ETF

43 hedge funds and large institutions have $109M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
23
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWM
26
FSR Wealth Management
Illinois
$171K 12,923 +12,923 New
FA
27
FSA Advisors
Michigan
$169K 12,807 +12,807 New
SPWM
28
Straight Path Wealth Management
Michigan
$156K 11,769 +969 +9%
TAP
29
Tounjian Advisory Partners
Florida
$138K 10,452 +10,452 New
Q1WB
30
Quest 10 Wealth Builders
Virginia
$83.1K 6,282 +5,568 +780%
LRWM
31
Lord & Richards Wealth Management
Colorado
$62.7K 4,742 +4,742 New
T
32
Transce3nd
Texas
$49.1K 3,714 +910 +32%
PSFG
33
Park Square Financial Group
Georgia
$40K 3,023 +2,131 +239%
PS
34
Principal Securities
Iowa
$17.5K 1,425
CAWM
35
Capital A Wealth Management
Pennsylvania
$16.8K 1,270 -1,572 -55%
IA
36
IFP Advisors
Florida
$13.8K 1,045
OIA
37
Optimum Investment Advisors
Illinois
$13.2K 1,000
UBS Group
38
UBS Group
Switzerland
$11.4K 861 +861 New
DRP
39
Decker Retirement Planning
Utah
$10.5K 796 +344 +76%
PA
40
Pineridge Advisors
Missouri
$9.72K 735 +81 +12%
RWPA
41
Richard W. Paul & Associates
Michigan
$1.62K 122 +1 +0.8%
Morgan Stanley
42
Morgan Stanley
New York
$17 1 -1 -50%
XPN
43
XY Planning Network
Montana
-20,823 Closed
HCA
44
Harbour Capital Advisors
Virginia
-12,040 Closed
Osaic Holdings
45
Osaic Holdings
Arizona
-1,121 Closed
CAS
46
Coppell Advisory Solutions
Texas
-637 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-1 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$0 27
CFGS
49
Concourse Financial Group Securities
Alabama