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Simplify Intermediate Term Treasury Futures Strategy ETF

11 hedge funds and large institutions have $22.6M invested in Simplify Intermediate Term Treasury Futures Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

8% more capital invested

Capital invested by funds: $21M → $22.6M (+$1.58M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.51% less ownership

Funds ownership: 60.72%59.22% (-1.5%)

21% less funds holding

Funds holding: 1411 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WJ Interests
Texas
$11.3M +$726K +46,036 +7%
SWM
2
Stapp Wealth Management
Washington
$3.19M +$2.87M +181,892 +1,304%
OIA
3
OneDigital Investment Advisors
Kansas
$3.16M +$549K +34,788 +22%
SAM
4
Simplify Asset Management
Nevada
$2.53M -$3.66M -231,739 -60%
Jane Street
5
Jane Street
New York
$1.55M +$196K +12,407 +15%
RF
6
RHS Financial
California
$291K -$12.5K -795 -4%
Citadel Advisors
7
Citadel Advisors
Florida
$262K +$49.9K +3,161 +24%
AFA
8
Atlas Financial Advisors
California
$232K
IA
9
IFP Advisors
Florida
$39.9K -$4.31K -273 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.3K
JP Morgan Chase
11
JP Morgan Chase
New York
$2K +$1.58K +100 New
OMC
12
Old Mission Capital
Illinois
-$587K -38,750 Closed
SAF
13
Smith Anglin Financial
Texas
-$171K -11,252 Closed
UBS Group
14
UBS Group
Switzerland
-$5.66K -373 Closed
LIA
15
Luken Investment Analytics
Tennessee
-$61 -4 Closed